Overview
You can create/receive a payment in ZenCase and associate the payment to a client and/or invoice.
At the time of creating a payment, you have the option to auto-allocate the payment to an invoice or receive the payment without allocating the funds.
How To Create A Payment
Go to the Payments page from the left navigation bar
Click "Receive Payment"
On the New Payment screen, select Client
Select Matter to filter invoices
Select Invoice to associate payment to invoice
When not selected, then this will be credit added to the client balance
Enter Date
Select Payment Method
Select Payer
This list is pulled from the contacts list
Enter Reference
Enter Description
Enter Amount
Click "Attach From Computer" to upload a document for your payment
Check/Uncheck "Auto-Allocate Payment?" option
Click "Save"
You have now successfully created a payment. You will be redirected back to the Payments list page and you can verify your payment was added to the payments table.
If you have any questions, please feel free to contact us.