Adding a Payment


 

 

 

You can get to the add payment page several different ways.
The first way is to go to the Finance Tab> Payments.

Once on payment page, click the green “Add Payment” button.

 

 

 

Another way is to go to the Finance Tab>Invoice page.

Locate the invoice and click the “$” button.blank

 

 

 

You can also get to the add payment page by going to the Customer Tab> Customers.

Find the customer you want to add the payment for and click the pencil button.

At the top you will see a green “+ Add Payment” button.blank

 

 

 

Once you are on the Add a Payment page, select the customer you’re entering the payment for. blank

 

 

 

If the customer has an unpaid invoice it will show in the “Apply To” drop down.

If they don’t, you will only see “Add as a Customer Credit

Choose where you want this payment to go. blank

 

 

 

In this example I am selecting the invoice for this customer. blank

 

 

 

 

Enter the amount of the payment or check the box if the payment is in full. blank

 

 

 

Choose the payment method 

Note: Just choosing “Credit Card” in this drop does not charge the card.

Click here to learn how to charge a card on file.blank

 

 

 

When all fields are selected and filled out, click the blue “Add Payment” button. blank

 

 

 

Because the payment amount could be higher than the invoice you selected and the additional amount would go to the customer’s credits, a pop up will appear and ask if you want customer credits to be automatically applied to any other outstanding or future invoices. blank

 

 

 

You will then be taken to the payment receipt where you can download/print a pdf or email the receipt.blank

 

 

Updated on April 21, 2022

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