How to Take Manual Payments

Manual payments allow admins and staff to process unpaid invoices directly from the Upmind admin panel. This is useful for accepting payments when clients need assistance.

Steps to take a manual payment

Open an invoice

The first step is to open an invoice.

1. Log in to your Upmind account.

2. Click Orders in the left-hand menu.

3. Open the Orders List tab.

4. Locate and select the unpaid invoice you want to process.

Process the payment

1. Click the Pay Now button on the invoice page.

1. Choose the payment method.

2. Enter the required payment details.

3. Click Pay to complete the transaction.

After payment

1. The invoice status automatically updates to Paid.

2. The client receives an email notification confirming payment.

Handling failed payments

If a payment fails, Upmind retries based on your configured retry schedule (see Payment Intervals). Admins receive alerts and can manually attempt payment or contact the client. Failed card payments trigger automatic retries up to three times by default.

Refunds and credits

You can issue refunds through the invoice details page. Refunds return funds to the original payment method. For bank transfers or cash, apply credit to the client’s account instead.