SquareOS Docs
Real Gym Scenarios

Handle offline payment

Customer paid offline. How should staff record it?

Question

Customer paid offline. How should staff record it?

Steps

  • Use Record offline payment from POS or invoice.
  • Choose payment method: cash, manual UPI/QR, bank transfer, internal credit, or configured offline mode.
  • Enter collected amount, payment reference, notes, and invoice link. The amount must not exceed invoice balance.
  • For cash, make sure the correct cash drawer shift is open before collection. For bank/UPI/cheque/external card reference, paste the real reference staff can reconcile later.
  • Verify payment history and invoice balance.

Correct outcome

Finance can reconcile the payment without guessing who paid and for what.

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