{"id":3707,"date":"2026-03-23T17:38:35","date_gmt":"2026-03-23T09:38:35","guid":{"rendered":"https:\/\/safetalk.space\/blog\/?p=3707"},"modified":"2026-03-25T18:03:32","modified_gmt":"2026-03-25T10:03:32","slug":"how-to-manually-record-invoice-payments-on-safetalk","status":"publish","type":"post","link":"https:\/\/safetalk.space\/blog\/how-to-manually-record-invoice-payments-on-safetalk\/","title":{"rendered":"How to Manually Record Invoice Payments on SafeTalk"},"content":{"rendered":"<div data-post-content>\n<p>Sometimes, clients may make a payment during the session, or they might be clients who don\u2019t use SafeTalk. It\u2019s important to record these payments correctly to keep your earnings reports accurate and your practice organized.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large rounded-2xl-custom\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/03\/manually-record-payment-1024x576.jpg\" alt=\"\" class=\"wp-image-3716\" srcset=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/03\/manually-record-payment-1024x576.jpg 1024w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/03\/manually-record-payment-300x169.jpg 300w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/03\/manually-record-payment-768x432.jpg 768w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/03\/manually-record-payment-1536x864.jpg 1536w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/03\/manually-record-payment.jpg 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"dont-mark-invoice-as-apid\">Why You Shouldn\u2019t Just Mark an Invoice as Paid<\/h2>\n\n\n\n<p>Avoid editing the invoice directly and setting the status to <strong>Paid &amp; Verified<\/strong>. Doing this will <strong>not<\/strong> update your earnings correctly and will show the payment as outstanding in your reports. Always follow the proper steps below.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large rounded-2xl-custom\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/03\/my-practice-overview-status-1024x576.jpg\" alt=\"\" class=\"wp-image-3715\" srcset=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/03\/my-practice-overview-status-1024x576.jpg 1024w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/03\/my-practice-overview-status-300x169.jpg 300w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/03\/my-practice-overview-status-768x432.jpg 768w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/03\/my-practice-overview-status-1536x864.jpg 1536w, https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/03\/my-practice-overview-status.jpg 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-record-payment\">How to Record and Verify a Payment<\/h2>\n\n\n\n<h4 class=\"wp-block-heading\">Step 1: Locate the Invoice<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Login to your <a href=\"https:\/\/app.safetalk.space\/login\">SafeTalk account<\/a><br><\/li>\n\n\n\n<li>Go to the <strong>Earnings<\/strong> page<br><\/li>\n\n\n\n<li>Find the invoice related to the session payment<br><\/li>\n\n\n\n<li>Click the <strong>eye icon<\/strong> to open the invoice details page<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">Step 2: Add the Payment<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the top right of the invoice page, click <strong>Add Payment\/Refund<\/strong><br><\/li>\n\n\n\n<li>Fill in the payment details:\n<ul class=\"wp-block-list\">\n<li><strong>Amount received<\/strong><\/li>\n\n\n\n<li><strong>Payment date<\/strong><\/li>\n\n\n\n<li><strong>Payment method<\/strong><\/li>\n\n\n\n<li>Optionally attach a <strong>receipt<\/strong> for your records<br><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click <strong>Submit<\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Step 3: Verify and Manage the Payment<\/h4>\n\n\n\n<p>After submitting, the payment will <strong>still need to be verified<\/strong>:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Scroll down to the <strong>Payments table<\/strong> on the invoice page<br><\/li>\n\n\n\n<li>Click <strong>Verify<\/strong> next to the payment<br><\/li>\n\n\n\n<li>On this page you can:\n<ul class=\"wp-block-list\">\n<li>Edit the payment if a receipt was missing or incorrect, or if the payment time needs adjustment<\/li>\n\n\n\n<li>Add an optional note<\/li>\n\n\n\n<li>Delete the payment if information was entered incorrectly<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p>Once you set the payment to <strong>Paid &amp; Verified<\/strong>, SafeTalk will automatically send an <strong>email to the client<\/strong> letting them know the payment has been received.<\/p>\n\n\n\n<figure class=\"wp-block-video rounded-2xl-custom\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" autoplay controls loop muted src=\"https:\/\/safetalk.space\/blog\/wp-content\/uploads\/2026\/03\/manualy-record-payment-1.mp4\" playsinline><\/video><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"for-refunds\">For refunds<\/h2>\n\n\n\n<p>If you need to process a refund instead, follow this guide:<br>\ud83d\udc49\ud83c\udffb <a href=\"https:\/\/safetalk.space\/blog\/how-to-process-a-payment-refund-on-safetalk\/\">How to Process a Payment Refund on SafeTalk<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"conclusion\">Keep Payments Accurate and Transparent<\/h2>\n\n\n\n<p>Recording and verifying invoice payments on SafeTalk ensures your earnings reports are accurate and your client records are complete. Following the proper steps and attaching receipts when needed maintains professionalism, while SafeTalk automatically notifies clients once payments are verified, keeping your practice organized and transparent.<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Learn how to manually record and verify invoice payments on SafeTalk, keeping earnings accurate and clients notified<\/p>\n","protected":false},"author":4,"featured_media":3720,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[42,19],"tags":[],"class_list":["post-3707","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-payments-billing","category-therapist-resources"],"_links":{"self":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/posts\/3707","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/comments?post=3707"}],"version-history":[{"count":9,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/posts\/3707\/revisions"}],"predecessor-version":[{"id":3728,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/posts\/3707\/revisions\/3728"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/media\/3720"}],"wp:attachment":[{"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/media?parent=3707"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/categories?post=3707"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/safetalk.space\/blog\/wp-json\/wp\/v2\/tags?post=3707"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}