Collect a Payment
Choose a payment option
Open Invoices and select the invoice.
Select Charge. If the invoice is a draft, this opens it for the charge flow; if invoice emails on opening are enabled, opening it may also send the invoice link. Payment is not recorded until you choose and submit a payment option.
Choose how you are collecting or recording payment:
Option
Use it when
Submit action
Mark as paid
You already received payment outside Kanri and want to record it without moving money.
Mark as Paid
Cash
The member paid cash in person.
Record Cash Payment
Saved payment method
You want to charge a payment method saved for the member.
Charge Saved Method
Pay on reader
The member is paying on a connected card reader.
Charge on Reader
Payment link
You want Kanri to email the member a link to pay online.
Send Payment Link
Check the amount. You can enter a smaller amount for a partial payment.
Add notes or confirm the receipt email if those fields are shown. For Mark as paid or Cash, you can also enter the date the payment was received.
Select the submit action shown for the payment option you chose.
After a partial payment, the invoice remains open with a balance due. Return to the invoice and charge the remaining amount later.

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