How to record a cash or e-transfer payment

How to record a cash or e-transfer payment

Many customers still pay by cash or Interac e-transfer. Morgan AI lets you record these payments so they show up in your income tracking alongside card payments.

Why record non-card payments?

Recording all payment methods in one place gives you a complete picture of your income. When tax time comes, you won't have to piece together income from multiple sources. It's all in Morgan AI.

Recording a cash payment

1. 1Open Morgan AI and tap + > Record payment
2. 2Select Cash as the payment method
3. 3Enter the amount
4. 4Add a description or customer name (optional but recommended)
5. 5Set the date (defaults to today)
6. 6Tap Save

Recording an e-transfer payment

1. 1Tap + > Record payment
2. 2Select E-transfer (Interac) as the payment method
3. 3Enter the amount
4. 4Add the customer's name and a note (e.g. "Cleaning, June 5")
5. 5Set the date the transfer was received
6. 6Tap Save

Other payment methods

You can also record cheques, bank transfers, or any other payment type by selecting Other and adding a note.

Marking an invoice as paid by cash or e-transfer

If you sent an invoice and the customer paid offline:

1. 1Open the invoice from the Invoices tab
2. 2Tap Record payment
3. 3Select the payment method and date
4. 4Tap Mark as paid

The invoice status updates to Paid and the amount is added to your income.

Viewing your recorded payments

All recorded payments appear in the Income tab alongside your card payments. You can filter by payment method to see just your cash or e-transfer income.