How to Collect Payment

This is also called "charging someone's card/bank account." Posting a "Payment" records one of the following: an electronic payment (credit/debit card or ACH) charged to the Customer's Account immediately, or a cash/check payment you've already received.

You can collect payment in the following places:

1. Customer Billing Page

On the Customer's Billing page, click the "Add Transaction" button at the top of the page. Then click "Collect Payment" from the menu.

2. Invoices Tab / + Invoice

Create an Invoice by using the plus button on the left sidebar beside Invoices. Then click "Collect Payment" from the menu.

Posting a payment can be done by following these steps:

Step 1 - Search for Account

After selecting one of the above options to create a new Invoice, a new window will open where you can search the Account(s) you want to collect payment for.

Step 2 - Collect Payment

You have three options to collect payment:

Pay the Account Balance - will pay the balance on the Account
Pay specific Invoices - select one or more of the Invoices shown
Pay a Custom Amount - enter any amount, which will go on the Account then by synced automatically to the next Invoice(s) due.

NOTE: If you click "Collect Payment" from the plus button (NOT in a specific Account), you can add more than one Account in this section.

Step 3 - Set Up Transaction

Under "Set Up Transaction," you can do the following:

Change the Classification (company name, if there is more than one)
Add comments (public or private)
Edit the amount (click the pencil icon, and it will take you back to the Collect Payment step)
Choose the Payer from the list or add a new player (click the plus button to add another Payer)
Select the payment method
Print a receipt

Step 4 - Post Payment

The last step is to select "Post" to post the payment. All payments can be viewed on the Account Holder's Billing page under "Transaction History." See this support article for how to read the Transaction History.