Manual payment methods

A manual payment method is instructions you write for a client to follow. Bank transfer, cash on the day, a local payment app, anything that happens outside CoreHue.

Set one up once and it becomes available to your invoices, proposals and booking services, each of which picks the methods it accepts.

Setting one up

Go to Payments → Settings → Payment methods and press Add payment method, under Manual payment methods.

Name. What the client picks from, so make it obvious: "Bank transfer", "Cash on the day". Up to 80 characters.

Payment instructions. What they see after picking it, up to 5,000 characters, and it takes formatting, so you can bold the account number, add a link or use a list. This is where your bank details go.

Account name: Kate Miller Photography Account number: 12345678 Bank: whichever bank you use, plus whatever code your country's transfers need

Please use your invoice number as the payment reference so I can match it up.

That reference line matters. Without it you'll be guessing which unlabelled transfer belongs to which client.

Both fields are required. A method with no instructions would leave the client with a name and nowhere to send money.

Requiring proof

Require proof of payment is a switch on the same form, and it's on by default. The info icon beside it explains: "Clients must upload proof for your review before the payment is recorded."

With it on, the client must attach a screenshot or receipt when they tell you they've paid, and it comes to you for review. That's usually what you want: you see evidence before marking an invoice settled. A method that requires proof shows a small receipt icon beside its name in settings and in the invoice's method list.

Turn it off for something like cash on the day, where a photo of a receipt is theatre. They can still attach something if they want to.

See Reviewing payment proof for what happens next.

How many

Up to 10. Order them yourself, since the first is the one most people pick.

If you find yourself near ten, you probably have variations of the same thing. Fewer, clearer options get paid faster.

Changing one later

The three-dot menu beside each method, on Payments → Settings → Payment methods, carries everything.

Edit corrects a typo or updates details. Changes apply everywhere the method is used, including unpaid invoices already with clients.

Move up and Move down set the order clients see.

Replace switches every unpaid invoice that accepts this method over to a different one. Use it when you're genuinely retiring a method, say you've changed bank, so nobody sends money to a closed account. It needs another active method to switch to, so it's greyed out when you only have one.

Archive stops offering the method on new documents. Unpaid invoices that already accept it keep working, and CoreHue tells you how many when you archive.

Editing bank details on a live method is fine for a correction. If the old account is closing, use Replace.

What the client sees

The pay panel lists the methods the invoice accepts. They choose one and read your instructions with the formatting you gave them. They pay however you asked, then press I've made this payment. They attach proof if you asked for it, and a note if they want to.

The invoice then says Awaiting confirmation and offers no further payment action until you've reviewed it, so nobody pays twice by accident.

When to use manual instead of cards

Large amounts, where the card fee is real money.

Clients who prefer it. Commercial clients often pay on invoice through their accounts department and can't use a card link.

Currencies Stripe won't take for your account.

As a fallback, so a card failure doesn't stop someone paying you.