Record a cash or check Payment
Card payments arrive through Stripe on their own. Cash and checks are yours to record, and every Payment is applied to a document.
Before you start
A Payment is defined by what it pays. There is no unapplied cash in Pippin and no way to receive money against a Client’s balance in general — every Payment names at least one open Invoice and an amount against it. That is what makes a Payment traceable to the thing it settled.
Card payments need none of this. Stripe takes them and Pippin records them. What you record by hand is what arrived some other way: a check in the mail, cash, an ACH transfer, a wire.
A Payment can be split across several Invoices, and it can be partial — the amount against each Invoice is yours to set, and it is checked against what is still owed.
Steps
- Open Accounting › Payments and choose Record payment, or start from the Invoice itself.
- Choose the Client. Their open Invoices appear.
- Set the date, the method — check, ACH, wire, cash, card or other — and the reference. For a check this field is the check number.
- Choose Deposit to: the account the money landed in.
- Tick each Invoice this pays and set the amount against it. The total updates as you go.
- Choose Record.
- Press ⌘N in Payments, or record from the Invoice.
- Fill the sheet: Client, date, method, reference, and the account it was deposited to.
- Tick the Invoices and set the amounts.
- Tap + in Payments.
- Choose the Client, tick the Invoices, and set the amount against each.
- Attach the check image if you have one — it uploads once the Payment is recorded.
- Open More › Payments and tap +. The + follows the direction chip, so on Received it records money in and on Paid it records money out.
- Choose the Client, tick the Invoices, and set the amounts.
- Attach the check image if you have one.
Good to know
Deleting a Payment reverses its ledger entries and reopens the Invoices it was applied to. It is a soft delete, so the record is recoverable from the desk. What it cannot undo is Stripe: an Invoice Stripe still considers paid is named on screen when it happens, and reversing it there is a separate act.
A Stripe payment is not yours to reverse here, and the delete action is not offered on one. It belongs to Stripe, and the books mirror it.
Money going out — paying a Vendor’s Bills — works the same way in the other direction, with one difference: a credit card is a valid account to pay from. Money going out can leave a card; money coming in cannot arrive on one.