Record a payment made outside Stripe

When a client pays by check, ACH, wire or cash, record it on the invoice so Timebun and Stripe both know it's paid. You can record the full amount or part of it.

Record a payment

  1. Open the invoice from Invoices.
  2. Click Record a payment….
  3. Check the Amount. It starts at what's still outstanding; change it to record a part payment.
  4. Set Received on — the day the money arrived. It can be any day in the last year, up to today.
  5. Choose the Method: Check, ACH / bank transfer, Wire, Cash or Other.
  6. If you like, add a Reference (optional), such as the check number or transfer ID.
  7. Click Record payment.

Timebun confirms it — for example, "Payment of 605.00 USD recorded. Invoice paid." For a part payment, it says how much is still due instead.

the Record a payment dialog

A recorded payment can't be removed afterwards, here or in Stripe. Check the amount before you click.

When you can record one

  • The invoice has to be awaiting payment: Open, Overdue or Partially paid. Drafts, paid, void and uncollectible invoices don't show the button.
  • Your Stripe account has to be connected. The payment is recorded on the invoice in your Stripe account.
  • You can't record more than is still outstanding.
  • Retainer (subscription) invoices can only be paid in full: the dialog says A subscription invoice can only be paid in full. and the amount is fixed at what's outstanding. That's Stripe's rule.

What happens next

It counts exactly like a card payment:

  • Paid in full — the invoice shows Paid, the Pay button disappears, and reminders stop.
  • Part paid — the invoice shows Partially paid, the client can still pay the rest online, and any reminders say how much is still due. See Partial payments and what's outstanding.
  • Collected on the Invoices page counts it on the day you entered under Received on.
  • Hours on a top-up or upgrade invoice are added once the invoice is paid in full.

Timebun doesn't email the client when you record a payment.

Where it shows

The invoice's Payments section lists every payment with its date and amount. On your invoice page, a payment made outside Stripe also shows its method, the reference and who recorded it — for example, Check · 10452 · recorded by Dana Ruiz. A payment someone recorded directly in Stripe shows its method from Stripe, or Paid outside Stripe.

Your client sees the same payments in their portal, with the method but not the reference or who recorded it. See View and pay your invoices.

Recorded the wrong amount?

A recorded payment can't be undone. If you recorded too little, record the rest as another payment. To take the remaining amount off an invoice instead, issue a credit note (for a Retainer, Top-up or Upgrade invoice, in your Stripe dashboard).

Related: Payment terms and reminders · The Invoices page

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