Cybooks Help Centre

Open Record a payment for an invoice

Display the manual payment form for an eligible unpaid invoice without confirming or writing a payment.

An eligible unpaid invoice can display the manual Record a payment form after Cybooks finds a payable account. These steps stop before confirmation.

Open the payment form

  1. Open an unpaid invoice that is not voided.
  2. Select Record a payment.
  3. Wait for the payment form to open.
Manual invoice payment form with the payment details heading highlighted

Opening the form does not confirm a payment or write to the ledger. The public invoice payment link is a separate Stripe checkout workflow.

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