Record an offline payment

Mark an invoice as paid when your customer paid you outside Finli, by cash, check or another app.

If a customer pays an invoice outside Finli, record the payment so your records stay accurate and Finli stops sending reminders.

Record the payment

1. Go to Invoices and find the issued or past due invoice.
2. Open the actions menu and select Record Offline Payment.
3. Choose the Payment Date. It must be today or earlier.
4. Choose the Payment Method: Zelle, PayPal, Venmo, Cash, Check or Other.
5. Add any Notes, such as a check number.
6. Save the payment.

The payment is added to the invoice, and once the invoice is paid in full it moves to Completed.

If your customer already had a payment scheduled for this invoice, Finli asks you to confirm. Recording an offline payment replaces the scheduled payment.

You can't record an offline payment while an online payment on the invoice is processing.

Edit or delete an offline payment

Open the payment from the invoice or the Payments page and select Edit or Delete. Offline payments can't be refunded through Finli.

Need help? Email support@finli.com.

Updated October 22, 2026