# How to record a cash or e-transfer payment

- **URL:** https://trymorgan.ai/help/cash-etransfer
- **Category:** Accepting Payments

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## How to record a cash or e-transfer payment

Many customers still pay by cash or Interac e-transfer. Morgan AI lets you record these payments so they show up in your income tracking alongside card payments.

## Why record non-card payments?

Recording all payment methods in one place gives you a complete picture of your income. When tax time comes, you won't have to piece together income from multiple sources. It's all in Morgan AI.

## Recording a cash payment

1. Open Morgan AI and tap **+ > Record payment**
2. Select **Cash** as the payment method
3. Enter the amount
4. Add a description or customer name (optional but recommended)
5. Set the date (defaults to today)
6. Tap **Save**

## Recording an e-transfer payment

1. Tap **+ > Record payment**
2. Select **E-transfer (Interac)** as the payment method
3. Enter the amount
4. Add the customer's name and a note (e.g. "Cleaning, June 5")
5. Set the date the transfer was received
6. Tap **Save**

## Other payment methods

You can also record cheques, bank transfers, or any other payment type by selecting **Other** and adding a note.

## Marking an invoice as paid by cash or e-transfer

If you sent an invoice and the customer paid offline:

1. Open the invoice from the **Invoices** tab
2. Tap **Record payment**
3. Select the payment method and date
4. Tap **Mark as paid**

The invoice status updates to **Paid** and the amount is added to your income.

## Viewing your recorded payments

All recorded payments appear in the **Income** tab alongside your card payments. You can filter by payment method to see just your cash or e-transfer income.