Panelr

Confirm a manual payment

Manual payments, like Zelle, Cash App, Venmo or a bank transfer, need you to check the money arrived. Card and crypto payments don't. They complete on their own.

How it goes

  1. The customer picks a manual method at checkout and sees your payment instructions.
  2. After paying, they enter their payment reference. The order moves to Payment Submitted and the dashboard shows it waiting.
  3. Check your account for the money.
  4. Open the order and press Process Payment.
  5. Choose Full Payment, or Partial Payment with the amount you received. Add a note if you like. Press Confirm Payment.
  6. Press Activate on each item to make or renew the line.
  7. Press Finish Order. The customer gets one email with all their details.
The Confirm Payment Received dialog with Full or Partial Payment

Good to know

  • A partial payment doesn't complete the order. The order goes back to waiting for payment so the customer can send the rest.
  • Send Payment Request emails the customer a link to pay, or to tell you they've paid. Use it for orders you create yourself.
  • An order sent to a card or crypto checkout that's never paid is cleared after 3 days. Manual orders stay until you deal with them.