How to Record a Payment Manually

AthleteOne allows you to record payments for athletes and other customers who didn't pay using the automated methods on the invoice.  For example, if an athlete pays you with cash, or sends you a payment directly from PayPal.  

Payment with Invoice

You can record a manual payment for any invoice in AthleteOne.  Use this option when recording a payment that is related to an Athlete that has an invoice..
  1. Navigate to Finances on the top menu bar of any page and select Invoices.
  2. On the Invoice page, click on the Invoice number to access the specific invoice for which you want to record a manual payment.
  3. Click on the More menu at the top left of the Invoice and select Enter Payment.
  4. Now enter the Payment DateMethod and Amount.  You can only enter the amount of the payment on the invoice.
  5. You can also enter a note about the payment in the Note field.
  6. Click the Notify Athlete of Payment box to check it if you want to have an email sent to your Athlete.
  7. Click the Save button to record the payment.

Payment without an Invoice

You can record a payment for items you sold that are not related to an athlete or and does not have an invoice.  An example may include recording a payment for a Training Plan sold on TrainingPeaks or another workout platform.
  1. Select New from the top menu
  2. Select Payment
  3. Enter the values of the payment.  
  4. Enter a coach to give them credit for the payment.
  5. Press Save to record the payment.



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