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Processing Cash or Other Payments

Not all payments come through Stripe. WithinEHR lets you record cash, check, and other offline payment methods so your billing records stay complete and accurate regardless of how a client pays.

How to Record an Offline Payment​

  1. Go to the Billing section or open the relevant invoice.
  2. Click Record Payment or Add Payment.
  3. Select the payment method — Cash, Check, Bank Transfer, or Other.
  4. Enter the amount received and the payment date.
  5. Add a reference note if needed (e.g., check number).
  6. Click Save to apply the payment to the invoice.

Tips​

  • Always record offline payments promptly to keep your accounts receivable accurate.
  • If a client pays a partial amount, record the partial payment and the remaining balance will update automatically on the invoice.