Can I add a credit to the ledger or record a payment made outside of Cozy?

You can add a credit or record a payment received outside of Cozy from your Payments page. To get started:

1. Click either “Add a Credit” or “Offline Payment”

2. Enter:

  • a memo
  • the amount
  • the date you want the transaction to apply to your ledger (note: the credit will appear immediately, but the balance won't be affected until this date.)

3. Click Save

Note: Credits and offline payments adjust your current balance, but they don't send funds to your renters through Cozy. If you need to reimburse your renters, you'd need to handle that outside of Cozy.

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