> ## Documentation Index
> Fetch the complete documentation index at: https://zenskar.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# How to manage payments

<Note>
  This is a task-oriented guide covering payments after they've started coming in. For how to connect a gateway in the first place, see [how to connect a payment gateway](/docs/20240301/product-modules/payments/how-to-guides/connect-a-payment-gateway).
</Note>

## Add a payment manually

1. Go to **Payments** and click **+ Add New Payment**.
2. Choose the type: **Payment**, or **Tax Withheld** if this represents tax your customer withheld rather than paid to you.
3. Choose the payment method: bank transfer, cheque, cash, or card.
4. Optionally, enter a transaction ID. This is useful for avoiding duplicate entries if you re-import the same payment later.
5. Enter the payment date, amount received, and currency.
6. Under invoices, add a row for each invoice this payment applies to, and enter how much of the amount received applies to each one. The total across all rows can't exceed the amount received.
7. Optionally, add a description.
8. Save.

A manually added payment is recorded as successful immediately, there's no gateway processing step to wait for.

## Add payments in bulk via CSV

1. Go to **Payments**, click the dropdown arrow on **+ Add New Payment**, then click **Upload CSV**.
2. Upload a CSV file with, at minimum, a customer identifier and an amount column for each payment. To apply a payment across multiple invoices, add repeating invoice ID and invoice amount columns.
3. Import the file.

## Refund a payment

1. Open the payment from the **Payments** list.
2. Start a refund.
3. Choose which invoice-linked amounts to refund, and how much.
4. Choose where the refund goes: back to the original payment method, into the customer's Zenskar wallet as credit, or tracked as an external refund you've handled outside Zenskar.
5. Confirm the refund.

Refunds appear in the **Refunds** tab of the Payments list, alongside your regular payments.

## Resync a payment

For a successful, refunded, or partially refunded payment, you can resync it, which re-pushes the payment to a connected accounting connector. Open the payment and use the resync action if its status supports it.

## View a customer's payment methods

1. Open the customer.
2. Find their default payment method shown on the page, or click through to view all of their payment methods.

This view is read-only. A customer's default payment method is set through Stripe, not from within Zenskar. See [default payment method: concepts](/docs/20240301/product-modules/payments/concepts/default-payment-method) for how that works.