Logging Manual or Cash Payments
💳 Register External Payments and Refunds in Fleetwire!
Fleetwire lets you register payments accepted outside the platform, ensuring your records are up-to-date. You can also issue refunds and delete manual payments if needed. Let’s walk through how to manage these transactions for your orders!
🎯 Why Register External Payments?
Registering external payments in Fleetwire helps you:
- Track All Payments: Keep accurate records of money received outside Fleetwire.
- Manage Refunds: Issue refunds for external payments easily.
- Correct Errors: Delete accidental manual payments (but not Stripe payments).
🛠How to Register Payments and Refunds
Follow these steps to register external payments, issue refunds, and delete payments in Fleetwire.
Step 1: Register an External Payment
Record a payment you’ve accepted outside of Fleetwire.
- Go to Orders and view the order.
- In the right sidebar, click the Payment button.
- Fill in the amount you want to register.
- Click Save to record the payment.
Step 2: Register a Refund
Issue a refund for a payment you’ve registered.
- View the order in Orders.
- In the right sidebar, hover over the payment you want to refund.
- Click Refund.
- Fill in the refund amount and confirm.
Step 3: Delete a Manual Payment
Remove a manual payment if it was added by mistake (Stripe payments cannot be deleted).
- View the order in Orders.
- In the right sidebar, click the manual payment you want to delete.
- Click the Delete Payment trash can icon and confirm.
Step 4: Test Your Payment Records
Ensure your payment records are accurate after registering, refunding, or deleting.
- View the order in Orders to confirm the payment, refund, or deletion is reflected.
- Check your financial reports in Reports to ensure accuracy.
- Adjust as needed to maintain correct records.
🌟 Payments Registered, Records Updated!
You’ve successfully registered external payments, issued refunds, and deleted manual payments in Fleetwire! Your financial records are now accurate and up-to-date. Review your orders today to ensure everything looks good.
🚀 Next Steps
Enhance your payment and order management with these tips:
- Configure Payments: Set up Stripe with Configuring Payment Settings at Checkout in Fleetwire.
- Track Orders: Monitor rentals with Registering Pickups and Returns in Fleetwire.
- Manage Deposits: Handle refunds with Adjusting Security Deposit Settings in Fleetwire.
- Need Help? Contact us at hi@fleetwire.io or via the in-app chat.
Happy managing! 🌟
Updated on: 15/05/2025
Thank you!