A manual payment is an entry that is recorded manually within your organisation. These payments are not collected through Wisenet-supported payment gateways.

In Wisenet, manual payments will be captured against existing invoices and currently only full payments can be captured. Each payment will be recorded as a single transaction and saved in the Payments section under Finance.

1

Access to Invoice Details page

IMPORTANT NOTE: Payments can only be captured for invoices with an Issued status AND must have an amount owing.

1. Navigate to LRM > Finance
   • The Invoices page loads by default. Otherwise, on the left navigation bar click on Invoices.
2. Use either the Search or the Filter functionalities to find the relevant invoice you want to capture manual payment for.
3. Click on the relevant Invoice Number to start the process.
   • By clicking on the Invoice Number, you will be redirected to the Invoice Details page

2

Capture Payment

1. On the Invoice Details page, click on the Action Menu
2. Click Capture Payment
   • A drawer will open with fields to allow you to capture payments against the invoice.
3. Select a Payment Method:
   • Cash
   • Bank Deposit
   • Credit Card
4. Enter the Amount Received
5. Register the Payment Date
   • By default, today’s date will appear. Update the payment date accordingly.
   • NOTE: Payment date cannot be after today’s date. Therefore, when capturing payments, future dates cannot be selected from the date picker, and you will get an error if a future date is manually entered.
6. (Optional) Add Notes if required
7. Click Add Payment

3

Confirm Payment Details

Review the payment details on the confirmation box to ensure the correct payment amount and date are captured against the relevant invoice.

1. Click Confirm if all details are correct.
   • Payment history can be viewed on the Payments page.

If the payment details are incorrect, you can return to the Capture Payment drawer by selecting the Cancel Button.

Next Step: Viewing Payment Details