--- title: "How do I record a cash or bank transfer payment?" description: "Record money that a member paid in cash or by bank transfer, from Home or from the member page. Teamna marks the package paid and takes no fee." canonical: https://teamna.app/help/record-cash-or-bank-transfer topic: "Attendance and payments" updated: 2026-10-24 --- # How do I record a cash or bank transfer payment? > Record money that a member paid in cash or by bank transfer, from Home or from the member page. Teamna marks the package paid and takes no fee. Teamna records cash and bank transfers. It does not move this money and takes no fee from it. Record each payment on the web app. The mobile app shows payments, but you cannot record cash there. > Teamna shows the words of your business. A swimming academy sees Parents. A pilates studio sees Clients. This article uses *member*. ## A member pays for a package they owe When a member has a package that is not paid, record the payment from the member page. 1. In the menu, open your members page (for example **Parents** or **Clients**), then open the member. 2. Open the **Payments** tab. The **To pay** box shows what the member owes. 3. Select **Record a payment**. 4. If the member owes more than one package, select the package. 5. Under **How did they pay?**, select **Cash** or **Bank transfer**. 6. Optional: type a receipt number or a transfer reference in **Note, optional**. The member does not see the note. 7. Select **Record AED** with the amount. Teamna marks the package paid. The sessions do not change, because the member already has them. If the member joined your business on Teamna, they get a message that you received the money. ## Record a payment from Home The **Running out** list on **Home** shows members who owe money or need a new package. In a business where clients book for themselves, for example a pilates studio, the **Renewals** card does this. It shows each client with 2 sessions left or fewer, or a package that ends in 10 days or fewer. A client who buys a new package, or whose package is paused, goes off the card. The card puts the clients in three lists: **Few sessions left**, **Package ends soon** and **Intro offer, no package yet**. To send a message, select **Send renewal** on the row, or **Send all** for every client who did not get one. The message tells the client how many sessions are left, or the day the package ends, and asks them to buy the next package. A client who owes money gets **Remind to pay**. A client who is not in the app yet gets a WhatsApp button. In the mobile app, the Renewals list on Home has **Send renewal** on each row. 1. On the row of the member, select **Record payment**. 2. **Amount received (AED)** shows the amount due. Type a smaller amount for a part payment. Teamna shows how much is still due. 3. Under **How**, select **Cash** or **Bank transfer**. 4. Under **When**, select the day the member paid. 5. Select **Save payment**. ## Sell a new package that the member paid 1. Open the member, then open the **Payments** tab. 2. Select **Sell a package**. 3. Select the package. 4. Under **Payment**, select **Paid in cash** or **Paid by bank transfer**. Select **Not paid yet** if the member pays later. 5. Select **Sell for AED** with the amount. Teamna adds the sessions of the package to the balance and records the payment. ## See your payments Open **Payments** in the menu. Each cash or bank transfer payment shows its method and the status **Paid**. The fee column shows **None**, because Teamna takes no fee. Open a payment to see who recorded it and the note. ## You recorded a payment by mistake You cannot delete a payment. To correct it, open **Payments**, open the payment, and select **Refund**. Type the amount, or leave it empty for the full amount, and type a reason. Teamna only records the refund. You give the money back yourself. The sessions stay on the balance after a refund. To take them off, open the member and select **Remove sessions**. Do not use **Add sessions** to record money. The reason "Paid in cash" there adds sessions, but it records no payment. ## Frequently asked questions ### Does Teamna take a fee from cash payments? No. Teamna takes no fee from any payment that a business collects. Cash and bank transfers are only recorded. ### Can I record a payment in the mobile app? No. The mobile app shows your payments. Record cash and bank transfers on the web app. ### Who can record a payment? The owner, an admin and the front desk. A person with the **Front desk** role records cash and bank transfers and sells a package at the desk. The front desk cannot refund a payment or change packages. Staff do not see payments. ### Can a member pay only part of the amount? Yes. On Home, type the amount you received in **Amount received (AED)**. Teamna records a part payment and shows what is still due. ### Does the member get a receipt? Teamna sends no receipt for cash or bank transfers. A member who joined your business on Teamna gets a message that you received the money. Still stuck? Write to hello@teamna.app --- Source: https://teamna.app/help/record-cash-or-bank-transfer (https://teamna.app)