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How to Manually Create a Payment

If you need to manually create a payment or want to process something complete the following steps:

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Written by Cassie Crail
Updated over a week ago

  1. Click Cash Application on the left hand nav under Accounting

  2. Click + New Payment

  3. Either manually enter the payment details OR upload the remittance pdf for data extraction

  4. Please note you may need to select the Generate Line Items button in the top right if Line Items are not automatically split.

  5. If invoices do not automatically populate, you can select the Refresh Check Invoices button in the top right

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