Record an external payment

External payment is useful when you receive a payment outside of the integrated payment gateways (Stripe, GoCardless). Common cases:

• Bank transfer: the customer sends a wire transfer and you want to record the payment and generate the invoice.
• Check: you received a check and want to account for it.
• Cash: for in-person sales.
• Other method: any offline payment you want to track in PayFacile.

Follow these steps to record an offline payment:

1. Go to Orders from your dashboard.
2. Open the relevant order (the order must exist and be pending payment).
3. Click Record external payment.
4. Confirm the recording.

The order status automatically changes to Paid.

Once the external payment is recorded:

• An invoice is automatically generated with all order information (product, amount, VAT, notes).
• The invoice is sent by email to the customer, just like for an online payment.
• No charge is triggered: PayFacile does not contact Stripe or GoCardless. This is purely an accounting record.
• The payment appears in the Payments section with the type "External".

A few recommendations for clean external payment management:

• Record the payment as soon as it is received to keep your reports up to date.
• Add a note to the order indicating the payment method used (e.g., "Wire transfer received on 03/15").
• Verify that the amount matches the product price and applicable VAT.
• Keep proof of payment (bank statement, check copy) for your accounting records.