Manually entering a payment lets you accurately track client billing, apply payments to invoices, and record pre-payments or retainers—even if the payment was not processed through Canopy Payments.

Required Plan, License, and Permissions

You must belong to an Organization entity enrolled in Canopy Payments to manually enter client card or ACH details. Users who are not enrolled will only see Cash, Check, or Other as payment options.

Why This Matters

Accurate payment entry ensures error-free client billing, proper application of funds, and clean payment records for reporting, audits, and client communications.

Enter a Payment

Click Billing and select Payments from the secondary navigation menu.
Click Add payment.
Search for and select the client making the payment.
Select the Payment type.
Choose the outstanding invoice you want to apply the payment to.
- Enter an amount in Amount to be paid if you are applying a partial payment.
Click Continue

Add Additional (Non-Invoice) Payments

In Additional Payment Information, toggle Add a payment not associated with an invoice to On.

Use this for pre-payments, retainers, or other funds not tied to an invoice.
Add a description and amount.

Tip: For more detail on these payment types, see the Make an Additional Payment article.

Select a Payment Method

Choose a previously saved payment method or select a new option:
- Credit Card / Debit Card
- ACH
- Cash
- Check
- Other
- If you are not enrolled in Canopy Payments, only Cash, Check, and Other will appear.
Enter payment details in the fields provided.
- Card payments require Card number, Expiration date, CVV, and Name on card.
- ACH payments require Routing number, Account number, and Account holder name.
(Optional) Add internal notes such as reference numbers.
Click Continue.

Note: Canopy supports payments in CAD and USD.

CAD will be converted to USD.
The billing address country must match the currency (e.g., Canadian billing address for CAD).

Confirm and Complete the Payment

Review all information and click Confirm and pay.
- Check the box if you want Canopy to send the client a receipt.
- Click Back to edit any information.
Click Done.
To enter another payment, click Make Another Payment.
Print or download the receipt using the associated icons.

Mark Cash or Check Invoices as Paid in Bulk

You can quickly mark multiple unpaid invoices as paid when clients pay with cash, check, or other offline methods.

Navigate to Billing > Invoices.
Filter the list to show Unpaid invoices.
Select the checkboxes for each invoice you want to mark as paid.
Click the Bulk payments icon.
(Optional) Adjust the Payment date.
Select a payment method:
- Cash
- Check
- Other
(Optional) Add a reference number or check number for each invoice.
(Optional) Add a note for each invoice.
Toggle Send receipt for these payments on or off.
- On → Send receipts to clients
- Off → Do not send receipts
Click Confirm and pay.

A confirmation notification appears after all selected invoices have been marked as paid.

View Underlying Payment Data

You can view complete transactional details at any time:

Open the associated invoice.
Click the three-dot menu.
Select View details to review all applied payments, timing, and audit-ready data.

Summary

Canopy’s payment tools help you accurately record payments, apply funds correctly to invoices, mark offline payments in bulk, and maintain a clean audit trail for client billing.