Record a payment made outside Oben

When a client pays you another way, record it so their billing history is complete. Oben moves no money and no card is charged, so you do not need the card processor connected.

Steps

1. Open the client and select their Billing tab.
2. Select Record payment received. From the Orders view you can also select Record paid outside Oben on an order waiting for payment, or from Memberships & Programs select Record period paid outside Oben on a membership.
3. Under What does it pay?, choose an order, a membership, or An amount on the account.
4. For an amount on the account, search What is it for? and choose the offer, then check Counts as. For an order or membership the offer comes from it.
5. Enter the Amount (USD) and the Date received. For an order or membership the amount is set for you.
6. Choose How was it paid?: Cash, Check, Cash App, Zelle, Card terminal, Bank transfer or Other. Other needs a note.
7. Optionally add a Reference (such as a check number) and a Note.
8. Select Record payment, then Done.

Good to know

• A paid order moves on as paid without charging a card, and goes to the provider for review like any paid order.
• A paid membership period is not charged at renewal. On a past-due membership it pays the failed period, which then leaves Recovery.
• The payment shows in Activity and in Transactions labelled as recorded outside Oben. Staff who get payment alerts are told a payment was received.
• A wrong entry cannot be refunded. Select Void on its row in Activity, give a reason, and select Void payment. The order or membership period goes back to unpaid.
• A membership whose plan has no live offer cannot be recorded until an offer is created for that plan.