If a customer pays you with a paper check rather than ACH or Credit Card, you can record that payment directly against their invoice(s) in ArcSite. This keeps your proposal's payment status accurate and ensures the invoice is marked as paid in your records. You are also able to use this option to record cash and wire payments.
Before you begin:
Make sure you have:
An approved proposal in ArcSite with an invoice already generated
The details of your manual/paper payment
Access to your ArcSite account at user.arcsite.com
Step-by-step: Record a paper check payment:
1. Navigate to your Proposals list. From any area of user.arcsite.com, click Proposals at the top of the page.
2. Open the proposal. Click the project you'd like to apply the payment to.
3. Open the invoice. On the right-hand side of the proposal page, click the invoice you want to apply the payment to.
4. Start the payment workflow. With the invoice open, click Process Payment.
5. Mark the invoice as paid. In the top right of the invoice, select Mark as Paid.
6. Record the payment. Click Record Payment to save it.
That's it — the invoice will now show as paid, and the payment will be reflected on the associated proposal.
Tips
Double-check the amount. If the check covers only part of the invoice, make sure the recorded amount matches what was actually deposited.
Keep your own records. ArcSite tracks the payment status, but you should still hold onto the physical check stub or bank deposit slip for your accounting records.
Need to undo it? If you marked an invoice as paid by mistake, reach out to ArcSite Payments support and we can help reverse the entry.
Still need help?
If you run into any issues recording a payment, contact the ArcSite Payments department.