---
title: How to Process a Scheduled Payment with Cash
description: process scheduled payment
---

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# How to Process a Scheduled Payment with Cash

## Overview

When a client chooses to pay their scheduled membership payment in cash instead of through their usual online payment method, you can manually process this easily in Hapana Core. This guide will walk you through how to apply the cash payment correctly to their profile to keep billing records accurate.

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## Prerequisites

- Access to your **Hapana Core** account.
- Ensure the cash payment has been received from the client before processing.

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### 1. Log in to your Hapana Core Account

- Go to [https://core.hapana.com/login](https://core.hapana.com/login).
- Enter your credentials and log in.

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### 2. Click **Clients**

- From the main navigation bar, click **Clients** to access the client list.![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441654444_823c0c9d_image-20250516170251-35-1.png?width=1541&height=911&name=1759441654444_823c0c9d_image-20250516170251-35-1.png)

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### 3. Search for the desired Client

- Use the search bar to find the client by name, email address, barcode, or phone number.

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### 4. Open the Client Profile

- Click the client’s **Name** to open their profile.![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441656029_368adf6a_image-20250516170308-36-1.png?width=1541&height=911&name=1759441656029_368adf6a_image-20250516170308-36-1.png)

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### 5. Navigate to the **Memberships** Tab

- In the client’s profile, select the **Payment tab** (card icon)![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441657691_11de8ac3_image-20250516170320-37-1.png?width=1541&height=911&name=1759441657691_11de8ac3_image-20250516170320-37-1.png)
- Then go to the **Memberships** tab to view active packages and payments.![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441659311_5d55ff53_image-20250516170338-38-1.png?width=1541&height=911&name=1759441659311_5d55ff53_image-20250516170338-38-1.png)

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### 6. Click the **Eye Icon** for the Relevant Membership

- Locate the correct membership associated with the scheduled payment.
- Click the **eye icon** to view the membership details.![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441660874_e36c94f3_image-20250516170351-39-1.png?width=1541&height=911&name=1759441660874_e36c94f3_image-20250516170351-39-1.png)

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### 7. Click the **Card Icon** Next to the Scheduled Transaction

- In the **Payment Schedule**, find the transaction you need to process.
- Click the **card icon** to the right of the transaction.![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441662498_e3848540_image-20250516170413-40-1.png?width=1541&height=911&name=1759441662498_e3848540_image-20250516170413-40-1.png)

> Tip: Look for transactions that are showing as Pending under the Status column.

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### 8. Select **Cash** from the Method of Payment Menu

- A checkout window will open.
- Select **Cash** as the payment method.![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441664352_528a80e2_image-20250516170438-41-1.png?width=1541&height=911&name=1759441664352_528a80e2_image-20250516170438-41-1.png)

---

### 9. Enter the **Cash Received** Amount

- Enter the full cash amount received in the **Cash Received** field.
- The system will automatically calculate and display any **Change Required** if applicable.

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### 10. Click **Confirm Payment**

- Click **Confirm Payment** to finalize the transaction.![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441665984_0fbd6f99_image-20250516170450-42-1.png?width=1541&height=911&name=1759441665984_0fbd6f99_image-20250516170450-42-1.png)

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### 11. View the Confirmation Message

- A green confirmation banner will appear at the top of the screen confirming that the payment has been processed successfully.![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441667585_bbad094b_image-20250516170513-43-1.png?width=1541&height=911&name=1759441667585_bbad094b_image-20250516170513-43-1.png)

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> Tip: Always double-check the client’s Payment History after processing to confirm that the payment was applied correctly.
> 
> Tip2: Recommend taking a screenshot of the confirmation message for your records.

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## Expected Outcome

The client’s scheduled payment will be successfully marked as paid with cash, and their membership will remain active without disruption.

---

## FAQs

**Q: What if I entered the wrong cash amount?**

A: You will need to cancel the incorrect transaction and reprocess the payment with the correct amount.

**Q: Can I process part-payments in cash?**

A: No, the system expects the full scheduled amount to be entered to finalize the transaction.

**Q: Where do I see the payment reflected?**

A: It will appear under the client’s **Payment History** with a payment method of "Cash."

---

**Need more help?** Reach out to our support team via [support@hapana.com](mailto:support@hapana.com).

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