Sometimes, a client may pay you through an offline method (e.g., bank transfer, cash, bKash, Nagad, PayPal outside the gateway, etc.). In such cases, you need to manually record the payment in WHMCS so that the client’s invoice is marked as paid.
Step 1 – Log in to WHMCS Admin Area
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Open your browser and log in to your WHMCS admin panel:
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Use your admin credentials to log in.
Step 2 – Search for the Invoice
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From the top menu, go to Billing → Invoices.
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Use the search bar or filter to find the client’s invoice.
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Click on the Invoice ID you want to update.
Step 3 – Add Payment
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Inside the invoice, click on the Add Payment button.
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Fill in the payment details:
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Payment Method → Select the offline method (e.g., Bank Transfer, Cash, bKash, Nagad).
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Transaction ID → Enter the reference number (if available).
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Amount → Enter the amount paid by the client.
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Date → Select the date the payment was received.
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Click Add Payment to save.
Step 4 – Verify
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Once saved, the invoice status will change to Paid.
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The payment will also appear in the client’s Transactions tab.