This guide will show you two different ways to apply a payment within the client's profile. The first option is to make a payment directly on the profile. The second option is to take a payment against an invoice.
***Screens and layouts may vary depending on the user settings and device compatibility.
Choose a Client
Click on Clients
1. Search for your client
OR
2. Click on client's First or Last name
Option 1: Taking a payment through the client's profile.
1. Take a payment directly from the client detail page using the"Make Payment"button.
Option 2: Taking a payment directly against an Invoice
1. Click Billing
2. Click Invoices
3. Click $ for the invoice you would like to pay.
1. Enter your payment amount, use predefined totals or manually enter the amount received.
2. Choose your payment method.
3. Enter a payment memo if needed.
4. Click "Take Payment" to move to applying the payment.
1. The payment will auto split (if multiple items are owed and the payment amount exceeds the amount due of the oldest item.) You can move the payment values to those items you wish to have paid.
2. Once all amounts have been assigned to the items you desire click on "Apply Payment" to complete the payment process.
***You do not have to apply the full payment to items owed, any money not accounted for on the apply payment will be left as Remaining money left on the client's account.
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