If a requested payment or transaction is not paid through Hemlane's portal, then you can record the offline payment in Hemlane. This allows you to track the income, regardless of whether it was paid in cash or some other form.
Record an offline payment when you already requested the payment online
Step 1: Select [Financials] on the left hand panel
Step 2: Make sure you're on the [Transactions] tab
Step 3 (Option #1): Click [Offline Payment] --> [Against an existing Online Request]
Step 3 (Option #2): Click [Edit] next to the request under the transactions
Step 4: Click [Offline Payment]
Online Payments can be made through Hemlane using attached bank accounts and/or credit cards
Offline Payments are made outside of Hemlane, usually via check or money order
Types of Transactions
1. [New one-time]: Record a single transaction that only occurs once (for example: a damage deposit).
2. [New recurring]: Record a recurring transaction, such as a payment you make or someone makes to you on a regular basis. (for example: a recurring charge for lawn cutting that you will be paying via check).
3. [Against an existing request]: This is used if you have requested a payment (for example: rent) and need to record either an [offline payment] (such as paid via check) or if you were unable to collect payment and need to mark it as [uncollectible].
4. Once you select the type of transaction, follow on-green steps to complete the transaction.
Please note that you can also record something as "Uncollectible" if you do not plan on receiving the payment. You will follow this same process, but select "Uncollectible" in the final step of the process.
Manually record, offline payment, manual payment, mark as paid, check, cash