Recording a cheque, transfer or cash
Plenty of clients pay outside Vylan. Record what arrived so the invoice reflects reality and stops being chased.
Not every client pays through the link. Record payment tells Vylan money arrived some other way, so the invoice stops saying it is owed and stops being chased.
Recording one
- Open the invoice and choose Record a payment.
- Enter the Amount received and How it arrived — Interac e-transfer, Cheque, Cash or Other.
- Set the Date received — the day the money arrived, not the day you are typing.
- Add a Reference or note (optional): a cheque number is worth ten minutes in six months.
Part of it
You can record less than the full amount, and the invoice becomes Partly paid rather than jumping to Paid.
A partial payment does NOT change what the client's payment link asks for. If they paid half by cheque and then use the link, the link still charges the full invoice. Take the difference outside Vylan, or void and reissue.
What recording does not do
- It does not email the client a receipt — nothing is sent.
- It does not post anything to QuickBooks or Xero. Your own firm's invoices are yours to book.
- A recorded cheque or transfer cannot be refunded from Vylan later, because Vylan never held the money.