> ## Documentation Index
> Fetch the complete documentation index at: https://www.twicecommerce.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# How to record a manual payment

> Record money a customer paid outside TWICE, such as cash, a bank transfer or a card terminal TWICE is not connected to, against an order.

> [card] [Open in TWICE Admin](https://admin.twicecommerce.com/orders)
>
> orders

Record a manual payment when the customer pays outside TWICE: in cash, by bank transfer, or on a card terminal TWICE is not connected to. The payment gets its own receipt and counts toward the order like any other. [How payments work](https://www.twicecommerce.com/docs/concepts/orders/payments.md) explains manual methods and what a manual payment records.

## Prerequisites

> [!WARNING]
>
> **Required permissions:** **Take payments** (`orders:order_payments:create`). Every built-in role holds it, Member included. Without it, **Manual payment** is not in the **Payment** menu. See [Users & Roles](https://www.twicecommerce.com/docs/settings/users-roles.md).

> [!NOTE]
>
> **Have ready before you start:**
>
> * **A manual payment method enabled**, such as **Pay on pickup** or a method you named yourself. See [Payments settings](https://www.twicecommerce.com/docs/settings/payments.md).
> * **The amount and the day the customer paid.**
> * **Whose items it pays for**, when several people share the order and one of them pays for their own.

## The walkthrough

**1. Open the order**

Open the order from **Orders**. Check the location selector in the top-left corner first if you have more than one location, because the table lists only that location's orders. The order opens on its **Summary** tab.

![The Orders table on the All tab, with one order's row highlighted](https://mintcdn.com/twicecommerce/gAy6DOwWGKXblDg8/images/guide-record-a-manual-payment-01.webp?fit=max\&auto=format\&n=gAy6DOwWGKXblDg8\&q=85\&s=218c73535bfa133dfff3ddfaa0614515)

**2. Select whose items it pays for**

Skip this step to record a payment for the whole order. To record one person's payment, tick the checkbox in the **Line item** header of their card on the **Summary** tab, or the checkbox at the start of each of their lines. **Payment** in the top-right corner then shows how many items you selected.

![An order's Summary tab with the Line item header checkbox on the first customer's card and the Payment: 1 item button highlighted](https://mintcdn.com/twicecommerce/gAy6DOwWGKXblDg8/images/guide-record-a-manual-payment-02.webp?fit=max\&auto=format\&n=gAy6DOwWGKXblDg8\&q=85\&s=1630945276b91732dacd7c6d02934e5f)

**3. Open Manual payment**

Click **Payment** in the top-right corner of the order and choose **Manual payment**. The **Manual payment** panel opens on the right, with the order's **Order total**, **Paid** and **Unpaid** at the top.

![The Payment menu open with one item selected, with the Payment: 1 item button and Manual payment highlighted](https://mintcdn.com/twicecommerce/gAy6DOwWGKXblDg8/images/guide-record-a-manual-payment-03.webp?fit=max\&auto=format\&n=gAy6DOwWGKXblDg8\&q=85\&s=6a857f02f7e1e661858c297fa9fdf0fb)

**4. Check the amounts**

Check the rows, grouped by customer. With an issued invoice, they split into **Uncollected items** and **Open invoices**. A ticked row is paid at the figure in its **Amount to pay** field, at first what it owes. With items selected, only theirs start ticked. Untick a row to leave it out, or lower its figure to record part.

![The Manual payment panel with the item rows grouped under each customer and the ticked row's Amount to pay field highlighted](https://mintcdn.com/twicecommerce/gAy6DOwWGKXblDg8/images/guide-record-a-manual-payment-04.webp?fit=max\&auto=format\&n=gAy6DOwWGKXblDg8\&q=85\&s=44a3f67221d9d5d6449f7bc761a4ec3b)

**5. Choose the payment method**

Choose how the customer paid in **Payment method**, under the rows. The list holds your manual methods, such as **Pay on pickup** and the ones you named yourself. With only one method enabled, it is already chosen.

![The Manual payment panel with the Payment method list open and Pay on pickup highlighted](https://mintcdn.com/twicecommerce/R8T_XUXwQgzkyGWI/images/guide-record-a-manual-payment-05.webp?fit=max\&auto=format\&n=R8T_XUXwQgzkyGWI\&q=85\&s=0d7256a9ef6209da6ad5030139484345)

**6. Set the payment date**

Check **Payment date (optional)** under the method. It starts at today. Change it to the day the customer paid when you record a payment late, such as a bank transfer that arrived yesterday. A date in the future is refused.

![The Manual payment panel with a payment method chosen and Payment date (optional) at today highlighted](https://mintcdn.com/twicecommerce/R8T_XUXwQgzkyGWI/images/guide-record-a-manual-payment-06.webp?fit=max\&auto=format\&n=R8T_XUXwQgzkyGWI\&q=85\&s=7e95af32c3b5f43a0764f3b85c4714a9)

**7. Record the payment**

Check **Amount to pay** at the bottom of the panel, then click the button under it, which reads **Mark as paid:** and the amount, for example Mark as paid: 40.00 €. **"Recorded payment of 40.00 €"** confirms it, and the panel closes. TWICE moves no money: the record stands for what the customer already paid you.

![The bottom of the Manual payment panel, with the Amount to pay total and the Mark as paid button highlighted](https://mintcdn.com/twicecommerce/R8T_XUXwQgzkyGWI/images/guide-record-a-manual-payment-07.webp?fit=max\&auto=format\&n=R8T_XUXwQgzkyGWI\&q=85\&s=7cbf3dee9a8b7d725bb0f7b776111863)

**8. Check the payment row**

Open the order's **Payments** tab. The **Payments** table has a new row of type **Payment** for the amount, with the method you chose and its own receipt number. The chip on the **Payments** card in the sidebar reads **Paid**, or **Partially paid** while the order still owes something.

![An order's Payments tab with the new Payment row in the Payments table and the Partially paid chip on the Payments card highlighted](https://mintcdn.com/twicecommerce/R8T_XUXwQgzkyGWI/images/guide-record-a-manual-payment-08.webp?fit=max\&auto=format\&n=R8T_XUXwQgzkyGWI\&q=85\&s=f604c0a78778c19d3a6b4be3f780b0e9)

## How do I know it worked?

* **A row of type Payment** is in the **Payments** table for the amount, at **Succeeded**, with its own receipt number and the method you chose.
* **The Payments card reads Paid**, or **Partially paid** while the order still owes something.
* **A row you paid in full** is no longer listed the next time you open **Manual payment** or **Send checkout link**.

## Troubleshooting / common pitfalls

> [accordion] Manual payment is greyed out or missing
>
> Greyed out means nothing is owed: the order is paid, or the items you selected are. Click **Unselect** to record against the rest. Missing means your role does not hold **Take payments**. See [How payments work](https://www.twicecommerce.com/docs/concepts/orders/payments.md).

> [accordion] The panel says no manual payment methods are enabled
>
> Enable one under **Settings → Payments**. The **Configure payment methods** link in the notice opens it. See [Payments settings](https://www.twicecommerce.com/docs/settings/payments.md).

> [accordion] You recorded the wrong amount or items
>
> Refund the payment from its row and record it again. Refunding a manual payment moves no money, so nothing goes back to the customer. See [Refund an order](https://www.twicecommerce.com/docs/guides/orders/refund-an-order.md).

## Related articles

> [card] [How payments work](https://www.twicecommerce.com/docs/concepts/orders/payments.md)
>
> Manual methods, receipts, and what a payment records.

> [card] [Payments and deposits](https://www.twicecommerce.com/docs/guides/orders/take-payment)
>
> Every walkthrough for taking money and handling deposits on an order.

> [card] [Send a checkout link](https://www.twicecommerce.com/docs/guides/orders/send-a-checkout-link.md)
>
> Asking the customer to pay online instead.

> [card] [Refund an order](https://www.twicecommerce.com/docs/guides/orders/refund-an-order.md)
>
> Undoing a payment, in full or in part.

> [card] [Payments settings](https://www.twicecommerce.com/docs/settings/payments.md)
>
> Enabling Pay on pickup and naming your own manual methods.


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