Chapter 11 · Money
Record cash, a check or a transfer
When a client pays you in cash, by check or by bank transfer, record it in Mankai. What they owe goes down, and the invoice or session shows what is left.
You can record it from the invoice or from the session. Pick the one you are looking at.
Step by step
Where do you record it?
From the invoice
Get there
Press Money in the top bar.
Choose Invoices under Client billing.
Set it up
Press the invoice the client paid, such as Framed prints: Miller.
Press Actions at the top right.
Choose Record payment. A box opens.
Press Full amount. If the client paid only part, type that amount instead.
Under Method, choose how they paid, such as Cash.
Under Note, type a reminder, such as where you were paid, then press Record payment.
The note is optional. Date starts as today, so change it only if the client paid on another day.
The invoice now shows a green Paid badge.
Scroll down. Your payment is listed under Payments received, and Balance due is $0.00.
You're done when
The invoice is Paid and its Balance due is $0.00. The payment is also in your list of payments.
From the session
Get there
Press Sessions in the top bar.
Choose All Sessions.
Set it up
Press the session the client paid for, such as Family Session – Angela Phillips.
Press Actions at the top right.
Choose Record payment. A panel opens on the right.
Under Pay toward, pick what this payment covers. Remainder is already chosen once the retainer is paid.
The retainer is the deposit that holds the date. The remainder is everything else the session costs.
Type what the client paid under Amount.
Under Method, choose how they paid, such as Check.
Under Note, type a reminder, such as
Check #1187, then press Record payment at the bottom of the panel.The big number at the top now shows what the client still owes, and Collected has gone up.
You're done when
The session shows the new total under Collected, and the payment is in your list of payments.
If something's not right
Where do all my payments appear?
Open Money, then Payments under Bookkeeping. Every payment is listed with its method and client, and pressing one shows its details.
What if my client paid by card through Stripe or PayPal?
Mankai records those for you. See How you know a payment arrived.