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  1. Docs
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  3. Record Offline Payments
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Record Offline Payments

Record cash, bank transfer, cheque, or other manual payments so reports stay accurate.

Offline payments are payments collected outside the online checkout flow, such as cash or bank transfer.

Record them in Naayya so the customer record, payment list, and reports stay aligned.

When to record an offline payment#

Use this when:

  • A customer pays by cash
  • A customer pays by bank transfer
  • A payment is collected outside online checkout
  • A pending offline purchase needs to be marked as paid
  • A reference number or manual note should be kept with the payment

Do not record an offline payment to duplicate an online payment that already succeeded.

Where to record it#

Offline payment recording appears in payment and checkout workflows where a pending manual payment can be completed.

Start from Admin > Payments when reviewing pending or manual payments.

What to include#

Record:

  • Payment method
  • Payment date
  • Reference number, if available
  • Notes that explain the source of the payment

References are especially useful for bank transfers.

Check reports afterward#

Offline payments are shown separately from online payment processor activity. This keeps provider fees, payouts, and manual revenue from being mixed together.

Use reports to review the difference between online and offline activity.

Related articles#

  • Payments
  • Reports
  • Point of Sale
  • Annual summary
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