Payment methods
Use payment methods to keep reporting and reconciliation clearer.
Quick answer
- Choose the method that matches how the customer paid.
- If the method is not listed, use the closest appropriate option and keep a note if needed.
- Changing a payment method later may affect reports or bookkeeping checks.
Related articles
- Creating an invoice
Create invoices from the appointment or invoice area when you are ready to charge.
- Marking an appointment or invoice as paid
Paid status helps your workflow, but it should match the money you actually received.
- What paid status does not do
Paid status is a record in Offlico, not automatic proof that money cleared.
Still stuck? Contact support and we’ll help you sort it out.