Manually marking an invoice as paid

Last updated August 4, 2026

Objective

This guide explains how to manually process a payment for an invoice in Recur, such as when a member provides payment information over the phone.

Key Steps

Step 1: Navigate to Revenue Invoices

  • From the Recur dashboard, go to Revenue > Invoices.

  • Locate an invoice that has been sent but not yet paid.

Step 2: View the Invoice

  • Click the three dots next to the invoice and select View Invoice.

  • Confirm the invoice details, including the amount owed and the attendee or payer.

Step 3: Complete the Payment

  • Click Complete Payment.

  • Enter the payment information provided by the member (e.g., credit card details).

  • Process the payment through Stripe.

Cautionary Notes

  • Only use this method if the member explicitly provides payment details.

  • Always verify the invoice amount and payer before processing the payment.

  • Avoid frequent use to reduce risk; this is intended as a manual workaround.

Tips for Efficiency

  • Keep a record of the manual payment for future reference.

  • Use this method for exceptions; encourage members to pay via standard online workflows when possible.

Link to Video

https://www.loom.com/share/a485939ba3fb45d8913759280ed10975