Can I record checks and other payments received outside of Cozy?

(For landlords)

Looking to give your tenant a discount instead? Choose the Add a Credit option.

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

1. Click Record Payment

2. Enter:

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

3. Click Record Offline Payment

Here are these steps in action: 

Click record a payment, and enter the memo, amount, and due date.

Note: Offline payments should have a corresponding bill. If you're missing a bill, you can find steps on how to manually add a bill here.
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