You can easily enter and reconcile payments directly from a client's account!
ENTERING A PAYMENT
In order to enter a payment, you must first access the client's account.
- Click on the Clients tab.
- Use the search field to find the desired client.
- Click on the client’s name to access their account.
- Make sure you are in the Client Billing sub-tab.
From the billing sub-tab, click on Operations>Add Payment
You can also access the payment tool directly from an invoice on the client's account:
Depending on your payment settings, you can add a payment by credit card (online), by e-check, or by other forms of offline payment. After making your choice, you must fill in the required fields:
For credit card (online) and e-check payments, you have the option to complete the payment in its entirety, or, to split it into installments. If you choose to use installments, you must provide the amount of the initial installment, as well as the details for future installments:
Finally, you can choose whether you want to reconcile the payment to an invoice immediately, or, if you'd like to add the payment to the account unreconciled:
You can add pertinent information or administrative comments to the invoice, and you also have the option to send a confirmation of the payment to the client. To finish, click "Save":