Docs

Log into read the version of docs relevant to your site.

What is the difference between Collect now and Record now options at the invoice level?

Problem Statement

This article explains when to use Collect Now vs Record Now and the difference between them.

Solution

Both options mark payment for an invoice. The difference is the payment mode: Collect Now is for online payments; Record Now is for offline payments.

Collect Now

  • Available only when the customer or subscription has auto-collection ON (online payment method).
  • Charges the customer immediately using the primary payment method.
  • Can be automated via the Collect payment for an invoice API. If auto-collection is OFF, the API will return an error.

Record Now

  • Available for all due invoices, regardless of auto-collection status.
  • Used to record offline or manual payments.
  • Can be automated via the Record an invoice payment API.

Note:

For both options, you can enter the amount in the next step. You can enter a value less than or equal to the invoice amount. The invoice is marked as Paid when the amount due becomes 0.

Was this article helpful?