Manually Creating a Payment (Pro)

WP SmartPay Pro lets you record payments that were collected outside the normal checkout flow — cash payments, bank transfers, cheques, or any arrangement where the customer paid you directly and you want a record in SmartPay.

When to Use Manual Payments

• Cash or bank transfer payments you receive offline.
• Payments negotiated directly with a customer at an event.
• Migrating historical payment records from another system.
• Creating a record so the associated integrations (invoice, email, LMS enrolment) fire automatically.

Creating a Manual Payment

1. Go to SmartPay → Payments.
2. Click New Payment (top right of the list).
3. A panel or modal opens for entering payment details.

Required Fields

• Customer — Search for an existing customer by email or name, or enter a new email to create a customer record on the fly.
• Form — Select the payment form this payment is associated with. The form determines which integrations fire after the payment is saved (enrolment, email, invoice).
• Amount — The total amount received.
• Gateway — Select Manual / Offline (available in all SmartPay installs for exactly this purpose).
• Status — Usually set to Completed immediately since you already received the money.
• Date — When the payment was actually received (can be backdated).

After Saving

Once you click Save Payment:

• The payment appears in the Payments list with status Completed.
• Customer revenue totals are updated.
• If the form has integrations (LMS enrolment, email marketing sync, etc.), those fire just as they would for an online checkout.
• A payment receipt is generated and can be viewed from the payment detail page.

Note: Manual payments use the Manual / Offline gateway internally. No money moves through a payment processor — you are simply creating an administrative record of a payment you have already received.