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When a tenant pays by bank transfer instead of an online payment gateway, they can submit a payment request from their billing page. Sales → Offline Payments is where you review these requests.
The Offline Payments list, with each request's status, amount, and reference

The Offline Payments list, with each request's status, amount, and reference

Offline payments are handled directly between you and the tenant. The platform does not verify the bank transfer. The tenant’s subscription is updated only after you approve the request.

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Offline payment process

Tenant transfers the payment

The tenant sends the payment to your bank account.

Tenant submits a request

The tenant submits a payment request with the payment reference. The request appears as Pending.

You verify the payment

Check your bank account and confirm the payment was received.

Approve or reject

Approve the request to activate the subscription, or Reject it if the payment cannot be verified.

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Payment request details

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Review a payment request

Click a request to view its details.
A payment request's review page, with the payment details alongside the approve and reject panels

A payment request's review page, with the payment details alongside the approve and reject panels

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Verify the payment

Before approving a request:
1

Confirm the payment arrived

Check your bank account to confirm that the payment was received.
2

Match the amount

Compare the Amount with the amount received.
3

Check the reference

Match the Reference against your bank statement.
4

Check the proof

If payment proof is attached, select View Proof to check it.
Payment proof is optional. If the tenant does not upload a file, the payment details will show that no proof was attached.

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Approve a payment request

Select Approve & Activate Subscription after confirming the payment. Approval will:
  • Activate or renew the tenant’s subscription.
  • Create an invoice and mark it as paid.
  • Send a confirmation email to the tenant.
You can also add an Admin Note during approval. Admin notes are for internal use and are not shown to the tenant.
Approval cannot be undone. Make sure the payment has been received and the amount is correct before approving the request.

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Reject a payment request

If the payment cannot be verified, select Reject. A rejection reason is required.
The rejection reason is shown to the tenant. Write a clear reason that explains why the payment request was rejected — for example, “No payment was received with this reference.”
The tenant receives an email with the rejection reason. Their subscription is not changed, and they can submit a new payment request after correcting the issue.
Any payment proof uploaded by the tenant is deleted when the request is rejected. Download the proof first if you need to keep a copy.

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Reviewed payment requests

Approved and rejected requests remain in the list as payment history.
  • Reviewed requests cannot be edited or deleted.
  • A request can only be reviewed once.
  • An approved or rejected request cannot be reviewed again.