How Can I Record an External Payment for an Automatic Invoice?

Unfortunately, an automatic invoice that has already been created cannot be changed to a manual invoice or paid directly with external payment methods. However, you can use one of the following options to record an external payment:

• Close the invoice as paid and add a note: You can manually close the current invoice as paid. Afterward, we recommend writing a note on the Account Notes section of the customer's account, detailing the manual payment that was made for that invoice.

• Stop collection and create a new manual invoice: You can stop collection on the automatic invoice to have it marked as failed. Once this is done, you can create a new one-time manual invoice for the amount owed and record the external payment there.