When you post a "Payment," you are collecting payment by Credit Card, ACH, Cash, or Check from your Customer.
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.
How to collect payment:
Step 1 - Search for Account(s)
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
Pay specific Invoices that are currently due on the account
Pay a Custom Amount
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.