Not every payment comes through online checkout. When a customer pays you by check, cash, or bank transfer, you record that payment manually so Cornerspot keeps the invoice's balance accurate. This guide shows you how to log a manual payment against an open invoice, from the invoice's detail page.
How to record a manual payment against an invoice in Cornerspot
You record manual payments from an invoice's detail page. The option is available on any invoice that has an outstanding balance — that is, one in Open, Partially paid, or Overdue status. (A draft has to be finalized first, since drafts can't be paid.)
1. Open the invoice
From the Invoices list (under Members & Billing), open the invoice you've been paid for. At the top you'll see its status and the amount still due.
2. Click “Record manual payment”
Scroll to the Payments card and click Record manual payment. The Record Payment panel slides in from the right, showing the invoice's Outstanding balance at the top so you know the most you can apply.
3. Enter the amount
In the Amount field, type how much you received. It's prefilled with the full outstanding balance — keep it for a payment in full, or lower it for a partial payment. The amount can't exceed the outstanding balance.
4. Choose the method
Pick the Method that matches how you were paid — Bank Transfer, Credit Card, Check, Cash, or Other. This is recorded with the payment so your team can see how the money came in.
5. Set the date and add details
Set the Date the payment was received (it defaults to today and can't be in the future). Optionally add a Reference — a check number or transaction ID — and internal Notes that only your team will see.
6. Record the payment
When everything looks right, click Record payment. Cornerspot confirms with a “Payment recorded” message, closes the panel, and the payment appears in the invoice's Payments card.
7. Check the updated balance
The new payment now shows in the Payments card with its date, method, reference, and amount, and the invoice's balance updates right away. If you applied less than the full amount, the invoice moves to Partially paid and shows the remaining outstanding balance; once the balance reaches zero, it becomes Paid.
Good to know
- You can record more than one manual payment over time — each one reduces the balance until the invoice is paid in full.
- The payment amount can't be more than the outstanding balance, and the date can't be in the future.
- For invoices still owing a balance, you can also send a reminder to nudge the customer toward paying the rest.
- To let customers pay you online (and have those payments recorded automatically), connect a payment processor (Stripe) from the Payments settings — see the Payments guides.