Record a Payment
When a client pays an invoice outside of Clasp's online payment flow — by check, wire transfer, or cash — you can manually record the payment directly on the invoice. This ensures the case billing record stays accurate and the invoice status reflects the actual payment without processing a charge through Clasp.
Record a payment on an invoice
You can only record a payment on an invoice with a status of Unpaid.
Open the case.
Go to the Billing tab.
Click the Invoices sub-tab.
Open the invoice.
Click Record Payment.
Enter the Payment Amount, Payment Date, and Payment Method.
Click Save.
Once you save, the invoice status updates to Paid and the payment appears on the case billing record.
Note: Recording a payment marks the invoice as Paid and updates the case billing record. It does not process a charge — it only logs that payment was received.
Tip: For online payments collected through Clasp's payment links, the invoice is marked Paid automatically.
Related: Create an Invoice · Send and Manage Invoices · Invoice Statuses