If one of your customers has charging configured as manual — the typical case is your own External billing mode (Manual 39, section 3): you charge outside the platform, by bank transfer or another means — their row in Customers carries, next to the Active/Inactive status, a “Manual charging” badge, and the actions column gains a “Record payment” button that other customers don’t see. A customer without that badge (charged by Stripe, or without any subscription yet) never shows that button.
Procedure: recording a manual payment
Section titled “Procedure: recording a manual payment”Requirements: Owner role (the same financial permission as Wallet and Billing, Manual 39) — a Member doesn’t see the “Record payment” button; the customer must have the “Manual charging” badge.
- Tap “Record payment” on the customer’s row.
- Type the Amount (the form warns it’s recorded in that specific customer’s contract currency — it doesn’t always match yours, just like with referrals, Manual 54, section 5), the Payment date, the Reference — required, the identifier you can later look up (a transfer number, a receipt…) — and, if you want, a Note.
- Tap Continue.
- Review the summary — amount, date, reference and note — next to the notice “This record can’t be undone. Check the details before continuing.” and tap Record payment.
Result: the generated invoice number and the customer’s new period end (it advances one full cycle from the payment date) are shown. The invoice becomes visible to the customer and, if they’re also a referral from another partner (a rare but possible case: a customer YOU referred is never anyone else’s referral — but the system doesn’t distinguish who records the payment), this payment would also trigger that referral’s commission exactly the same as one charged by Stripe (Manual 54, section 5).
Important — It isn’t editable or reversible from here
Once recorded, there’s no button to correct or delete a manual payment. If you made a mistake, the correction is a new payment with its own note explaining why — the previous one is never overwritten.
Note — The same reference can’t be recorded twice for the same customer
If you accidentally repeat the same reference (for example, an accidental double click) for the same customer, the system rejects it with the notice “A payment with this reference already exists for this customer. If it’s a different payment, change the reference.” — an explicit protection against accidentally duplicating an invoice and its associated commission.