A manual payment is anything that didn't go through Square: cash, cheque, bank transfer, BACS, or "they paid me in beer" (please don't, but technically you could record it). Manual payments are how Pistonlog knows a jobcard's invoice status moves towards paid.
How to record one
Open the jobcard
From the jobcard list or workflow board.
Click Record payment
On the jobcard header. Opens a dialog.
Enter amount, reference, and a note
The amount is what was actually received. The reference is for your records (cheque number, bank transfer reference, etc.). The note is optional context.
Save
The payment is logged. The jobcard's invoice status recalculates immediately.
Multiple partial payments
A jobcard can have any number of manual payments. If a customer pays in two halves, record two payments — the status moves to partial after the first, paid after the second.
Voiding a payment
Made a mistake? Voiding marks the payment row as voided (with a voidedAt timestamp) and removes it from the calculation. The jobcard's invoice status falls back accordingly. Voided payments aren't deleted — they stay on the record for the audit trail.
Square payments don't go here
If you took a card payment through Square, it's already logged in the payments table (the Square one). Don't duplicate it as a manual payment too — but if you want the invoice status to reflect it, record a matching manual payment manually. See Manual vs Square payments.