Manual payments
The Manual Payments page is where you record revenue no payment processor reports: bank transfers, checks, invoiced customers.
The Manual Payments page
Manual Payments sits under its own tab in SSA's navigation. A toolbar offers four actions: Add subscription, Add one-off payment, Import CSV, and Download CSV template.
Every record you add here becomes an ordinary SSA row, counted in MRR, churn, cohorts and every report exactly like a payment from a connected processor.
Adding a subscription
The Add subscription modal records a recurring charge you collect yourself.
| Field | What it does | Default |
|---|---|---|
| Customer name | Optional; blank never overwrites a name already on file for that email. | |
| Customer email | Required; matches or creates the manual customer record. | |
| Plan name | Pick an existing plan or choose "+ Add a new plan" and type one. | |
| Amount per period | The charge for one billing period, in major units (for example 19.99, not cents). | |
| Currency | A 3-letter code; pre-filled with your site's majority currency. | |
| Billing interval | Monthly, Quarterly, Half-yearly, Annual, or Custom (set days). | |
| Start date | Defaults to today; the next renewal is start date plus one interval. | |
| Status | Active or Cancelled. |
Adding a subscription does not check for duplicates: saving the same details twice creates two subscriptions.
Adding a one-off payment
The Add one-off payment modal records a single charge with no renewal.
| Field | What it does | Default |
|---|---|---|
| Customer name | Optional. | |
| Customer email | Required. | |
| Item / description | Pick an existing item or add a new one. | |
| Amount | The payment amount in major units. | |
| Currency | A 3-letter code. | |
| Payment date | Defaults to today. |
Unlike a subscription, a one-off payment is checked against your existing records: an exact match on customer, amount, currency, date and item is skipped rather than duplicated.
Editing a record
Editing lets you fix the plan name, amount, currency, interval, start date or status; the customer's email cannot be changed once a record is created. The next renewal date only recalculates when the start date or interval actually changed, so a small correction never resets progress a Mark paid click already made.
Marking a renewal paid
Mark paid appears on any active, overdue subscription. It records a payment dated today for the subscription's amount, and moves the next renewal forward by one interval, counted from the date that was due rather than from today, so the schedule stays on its original cadence even when a renewal is confirmed late.
Cancelling and deleting
How manual rows appear in reports
Manual records show up as an ordinary source named Manual everywhere SSA lists a source: Customers, Subscriptions, Transactions and Upcoming Payments (See your cash flow). An active manual subscription's renewal date appears there with a "Manual" collection badge rather than "Auto-renew".