Offline payments are payments collected outside the online checkout flow, such as cash or bank transfer.
Record them in Naayya so the payment list and reports include the payment method and the payment date.
When to record an offline payment#
Use this when:
- A customer pays by cash
- A customer pays by bank transfer
- A payment is collected outside online checkout
- A pending payment collected outside the online flow needs to be marked as received
- A reference number or manual note should be kept with the payment
Do not record an offline payment to duplicate an online payment that already succeeded.
Where to record it#
Use the Record action on a pending payment in Admin > Payments. The action is available for a pending payment that does not already have an online payment record.
Owners and managers can record pending payments. The Record Payment dialog warns that marking a payment as received cannot be undone.
What to include#
In Record Payment, choose an entry type. Choose Paid Outside Stripe only when the money was collected outside Naayya's online payment flow. Then add:
- Settlement method, such as Cash, Card (outside Stripe), Bank Transfer, or Other
- Reference Number, if available
- Notes that explain the source of the payment
References are especially useful for bank transfers.
Check reports afterward#
After saving, check the payment status, method, reference, and date in the payment list or report. This gives you the context needed to distinguish an offline payment from online processor activity.
Do not record a payment that already succeeded online. If the product needs a course or program checkout, use that checkout flow instead of manually completing the payment.
If the payment still needs a reporting classification, see Payment Review.