Record payments, allocations, and reward outcomes

Follow these steps

1. For an offline payment, use the manual recording form in Payments. Choose the charge and the matching payer.
2. Enter only the amount actually received. Select succeeded only after confirming receipt; a pending entry is not a settled payment.
3. Save and review Payment history. For partial payments, confirm the outstanding balance reflects the amount still owed.
4. If saving failed, read the error and check history before retrying. Request help for a correction instead of entering a second payment.

Online payments are reconciled by their provider. Do not also record the same online payment manually.