How do I record a payment?
Log a manual or bank transfer payment against an invoice, or take a card payment through Stripe.
You can record payments against any live invoice from the invoice list. Payments can be logged manually (for cash or a bank transfer you received) or taken by card through Stripe.
Open the payments panel
- Go to Sales → Invoices.
- On the invoice's row, choose Payments.
- Click Record payment.
Record a manual or bank transfer payment
Use the Manual tab when the customer has paid you outside of BunnyDoc — for example by cash or a direct bank transfer.
- On the Manual tab, enter the Amount (required) and Currency (required).
- Choose the Method — Manual or Bank transfer.
- Set the Payment date (defaults to today).
- Optionally add a Note.
- Save the payment.
Recording a payment updates the invoice's balance and moves it toward partially paid or paid.
Take a card payment with Stripe
The Stripe tab creates a payment intent for a card payment.
- Switch to the Stripe tab.
- Create the payment intent — BunnyDoc returns a Payment intent ID and a Client secret to complete the card payment.
Customers can also pay by card themselves from the public pay page, without you recording anything. Stripe's webhook reconciles the invoice to paid automatically.
Payment statuses
Each recorded payment carries its own status: pending, succeeded, failed, or refunded.
Automated customer refunds are turned off. A credit note records a reversal in BunnyDoc, but the actual refund must be issued manually in Stripe.
What do the invoice statuses mean?
A plain-language guide to every invoice status — draft, issued, sent, viewed, partially paid, paid, overdue, and void.
What is the public pay page and how do customers pay?
How the no-login pay page works — where the link comes from, what the customer sees, and how they pay by card or bank transfer.