Manual Invoice Payment Methods

1. Charging a payment - If you have a payment portal set up on your account, then you can elect to "Charge a Payment", which allows you to take a client's credit card information and process the payment through your payment portal. 

2. Recording a payment - To help you better manage your invoices, we also offer the option to record payments that were taken in office or through another non-TimeTap payment method.

The Manual Invoice Payment Methods list is the list of payment methods that will display as options for you to select while recording a payment on an invoice. We have a default list of payment methods on all accounts, but you can add to or remove from this list to make it better represent your business.

To edit this list of values for your business, follow these steps - 

Further down on your General Payment Settings view, you'll see a list of Manual Invoice Payment Methods - 

 

You can make changes to any existing values by simply clicking in the field and making the desired edits to the displayed text. To add a new value, click on the + button to the right of an existing method to add a new option - 

 

This will add a row beneath the item that you selected the + button for - 

 

Just type in your new value in this field - 

 

Similarly, you can click on the trash can icon to remove any of the existing payment methods from this list - 

 

Once you're done making changes to the list, simply click on the green Save button at the top of your General Payment Settings view. The next time you select the option to Record a Payment from an invoice detail screen, you will see that the list of manual invoice payment methods reflects whatever changes you made here - 

 

You will also notice while recording a payment on an invoice that Cash is already available as a manual payment option.