When a family pays you outside LessonLoop — cash in the lesson, a bank transfer, or a cheque — you record that payment by hand against the invoice. It marks the invoice as paid with the method noted, so your balances and reports stay accurate without using card payments.
Where to record it
Open the invoice you want to mark paid, then record the payment from the invoice detail page.
| To find the invoice | Where it lives |
|---|---|
| The invoices list | Billing & Finance → Invoices |
| A specific invoice | Open it from the list, a family’s statement, or ⌘K / Ctrl-K search |
Record the payment
- Open the invoice from Billing & Finance → Invoices (or search for it).
- On the invoice detail page, choose Record payment.
- Pick the method: Cash, Bank transfer, or Other.
- Check the amount (it defaults to the balance due) and the date received.
- Save. The invoice is marked paid and the method is recorded against it.
Recording a cheque? Log it as Other and add the cheque number as the reference, so you can match it to your bank when it clears.
Part payments
If a family pays only part of the balance, record the amount they actually paid. The invoice stays partially paid with the remainder still outstanding, and you can record a second payment later when the rest arrives.
When to use card payments instead
Recording by hand is the right tool for money that arrives offline. If you’d rather families paid online — by card, Apple Pay or Google Pay — connect card payments and every invoice gains a Pay button that marks itself paid automatically. See Set up card payments.
Good to know Returning money on a cash, bank transfer or cheque payment? Hand it back to the family however suits you, then use Record refund next to the payment so the invoice and the family's balance stay honest — see Refund a payment. (Card payments are different: Refund actually sends the money back via Stripe.)
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