External or Check Payments | Viva Helix

External Payments (e.g., Checks)

Summary

This guide explains how to record a payment received outside the Helix platform (for example, a check). The same steps apply to any non-integrated payment method that is not automatically tracked by the platform.

Procedure

  1. Open the Billing menu
    • From your dashboard, open the main menu and click Billing.
  2. Select the invoice to pay
    • Locate the relevant invoice in the list and click the Pay button in the actions column.
  3. Enter the payment details
    • In the dialog that opens, choose the appropriate payment method (example: Check).
    • Enter the required information (e.g., check number or reference, amount, receipt date).
    • Click Save.
  4. Return to Billing
    • Once saved, go back to the invoice list.
  5. Approve the payment
    • On the invoice row paid via an external method, click the approval icon (green check) to validate the payment.

Important Notes

  • Once approved, the payment automatically confirms the registration linked to the invoice.
  • Payments recorded this way do not trigger automatic transactions in any bank or online payment gateway.
  • You can modify the payment information at any time by clicking the Pay button again.


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