# Plan and Self Managed Payments

Source: https://docs.astalty.com.au/guide/finance/payments/plan-and-self-managed

> Manually record payments to mark plan and self-managed invoices as paid.

## Adding Plan Managed & Self Managed Payments

Record a Plan Managed or Self Managed payment manually when you receive it outside the Xero or MYOB integration.

> **Connected to Xero or MYOB? Reconcile there instead**
>
> If you use the [Xero integration](https://docs.astalty.com.au/guide/integrations/xero-integration), record plan and self managed payments in Xero and let them return to Astalty. See [Reconciling Payments in Xero](https://docs.astalty.com.au/guide/integrations/xero-integration/reconciling-payments-in-xero). With the [MYOB integration](https://docs.astalty.com.au/guide/integrations/myob-integration), record them in MYOB instead. See [Reconciling Payments in MYOB](https://docs.astalty.com.au/guide/integrations/myob-integration/reconciling-payments-in-myob).
>
> Recording the payment manually here as well means the Xero or MYOB payment is dropped when it arrives, because the invoice no longer has an amount outstanding.

Open [**Finance > Payments**](https://app.astalty.com.au/finance/payments), then select **Add Payment**.

![The Payments page with numbered markers on Finance in the main menu (1), Payments in the Finance menu (2) and the Add Payment button at the top right (3).](https://docs.astalty.com.au/assets/1-1717127512.png)

In **Add Payment**:

1. Enter the payment date.
2. Set **Type** to **Plan Managed** or **Self Managed**.
3. For a Plan Managed payment, select the Plan Manager.
4. Enter the **Amount**.
5. Add a **Reference** and supporting documents, such as a remittance advice, if needed.
6. Select **Add Payment**.

> **Enter the received payment amount**
>
> Enter the amount shown on the remittance or bank transaction. You will allocate it to outstanding invoices after creating the payment.

![The Add Payment drawer with the Payment Details section highlighted: a Date of 02/11/2026, Type set to Plan Managed, the Plan manager Donnelly Plan Managers, a Reference and an Amount of $478.27. Below it, a Documents area takes supporting files such as a remittance advice.](https://docs.astalty.com.au/assets/2-1717127567.png)

## Allocate Payment to Invoices

1. Review the outstanding invoices for the selected Plan Manager or the Self Managed payer.
2. Enter the amount to allocate to each invoice.

![A Plan payment's Allocations table listing two outstanding invoices for the Plan Manager, with an arrow pointing to the Paid Amount field in the Allocation column of one invoice. The Allocated Amount card above shows $0.00 and the Payment Amount $478.27.](https://docs.astalty.com.au/assets/pay-3.png)

The payment shows the total under **Allocated Amount**. Any amount not assigned to an invoice remains unallocated.

![A payment with the Allocated Amount and Payment Amount cards highlighted, both showing $478.27, and an arrow pointing to the Paid Amount of $478.27 in the Allocations table, where that invoice's Outstanding column shows a dash.](https://docs.astalty.com.au/assets/4-1717127719.png)

> **Only received a part payment?**
>
> If a part payment is all you expect to receive and you don't intend to chase the remainder, you can clear the shortfall by recording a second payment for the outstanding amount. See [Writing Off an Unpaid Balance](https://docs.astalty.com.au/guide/finance/payments/writing-off-an-unpaid-balance) - and note that **Mark as Paid** should not be used on a partially paid invoice.

## Verify Recorded Payment

1. Open [**Finance > Invoices**](https://app.astalty.com.au/finance/invoices).
2. Find each invoice you allocated the payment to.
3. Confirm a fully paid invoice shows an outstanding amount of zero.

![The Invoices page, with an arrow pointing to Invoices in the Finance menu and an invoice row highlighted whose Outstanding column shows a dash instead of an amount.](https://docs.astalty.com.au/assets/5-1717127731.png)

The video walkthrough demonstrates a manual Plan Managed payment.

## Video Walkthrough

Video walkthrough: manual invoice payment process.