# Handle Invoices Start to Finish

> **Source**: [Chargebee](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish)
>
> <p>Issue, refund, void, or export invoices without reaching out to support.</p>

## Browse Collection

1. [Invoices Overview](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/GGPjVCnCjvI-invoices-overview.md) (Video)
2. [How to Edit an Existing Invoice?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bYpI5q9vf8I-how-to-edit-an-existing-invoice.md) (Video)
3. [How to Issue and Confirm a Refund on an Invoice?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/IwASjOSly1o-how-to-issue-and-confirm-a-refund-on-an-invoice.md) (Video)
4. [How to Record an Offline Payment on an Invoice?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bZl5Lx3mymI-how-to-record-an-offline-payment-on-an-invoice.md) (Video)
5. [How to Write Off an Invoice in Chargebee?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/cznzv5wtFSA-how-to-write-off-an-invoice-in-chargebee.md) (Video)
6. [How to Void an Invoice?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/Tgmp4nQlAEs-how-to-void-an-invoice.md) (Video)
7. [How to Record an Offline Refund in Chargebee?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/OH0Eccww3GE-how-to-record-an-offline-refund-in-chargebee.md) (Video)
8. [How to Export Invoices?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/wS9RNH8EDJs-how-to-export-invoices.md) (Video)
9. [How to Regenerate an Invoice in Chargebee?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/JFSiXazbcJA-how-to-regenerate-an-invoice-in-chargebee.md) (Video)
10. [How to Delete an Invoice?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/nhPpHS48ujA-how-to-delete-an-invoice.md) (Video)
11. [How to Collect Payment Immediately Using ‘Collect Now’?](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/0aDJYJlinO8-how-to-collect-payment-immediately-using-collect-now.md) (Video)
12. [Payment Terms](https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/e2aTw1fo0cM-payment-terms.md) (Video)

---

# VIDEO: How to Record an Offline Payment on an Invoice?

## METADATA

- id: Vn30QFaC7bqJwpdYwLXkAw
- type: video
- source: Chargebee
- content_url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bZl5Lx3mymI-how-to-record-an-offline-payment-on-an-invoice

- collection_url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish

## TRANSCRIPT

- time: 00:00
  url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bZl5Lx3mymI-how-to-record-an-offline-payment-on-an-invoice?start_time=0
  text: In this video, let's see how to record an offline payment for a customer.

- time: 00:06
  url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bZl5Lx3mymI-how-to-record-an-offline-payment-on-an-invoice?start_time=6
  text: Goto the customers tab and select the customer to whom you want to record an offline payment.

- time: 00:16
  url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bZl5Lx3mymI-how-to-record-an-offline-payment-on-an-invoice?start_time=16
  text: In the right panel click on "Record an Offline Payment" under Billing Actions.

- time: 00:22
  url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bZl5Lx3mymI-how-to-record-an-offline-payment-on-an-invoice?start_time=22
  text: Enter the amount.

- time: 00:24
  url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bZl5Lx3mymI-how-to-record-an-offline-payment-on-an-invoice?start_time=24
  text: Based on the amount recorded, the payment is taken as either Partial Payment or Excess Payment.

- time: 00:31
  url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bZl5Lx3mymI-how-to-record-an-offline-payment-on-an-invoice?start_time=31
  text: Click on the dropdown to choose the mode of payment.

- time: 00:34
  url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bZl5Lx3mymI-how-to-record-an-offline-payment-on-an-invoice?start_time=34
  text: Click Record.

- time: 00:37
  url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bZl5Lx3mymI-how-to-record-an-offline-payment-on-an-invoice?start_time=37
  text: You've successfully recorded an offline payment for a customer.

- time: 00:41
  url: https://learn.chargebee.com/teiC4pjhcxs-handle-invoices-start-to-finish/bZl5Lx3mymI-how-to-record-an-offline-payment-on-an-invoice?start_time=41
  text: Thank you for watching this video.

## SUMMARY

# How to Record an Offline Payment for a Customer

Follow these steps to successfully record an offline payment for a customer:

1. **Access Customers:** Click on _Customers_ in the navigation bar.
2. **Find the Customer:** Navigate to the customer who made an offline payment. You can use the search bar to locate them quickly.
3. **Record Payment:** Click on _Record an offline payment_ under _Billing Actions_.
4. **Enter Payment Details:**
  - Enter the amount made as an offline payment.
  - Click on the drop-down to choose the mode of payment.
  - Enter a reference ID if needed.

5. **Review and Submit:** Review the completed form with the _Enter Details_. In the form, click the _Record_ button to submit the payment details.

You've successfully recorded an offline payment for a customer. Happy billing!