Adding A Payment

In this article you will learn how to:

 

 

Add A Payment Using Card

 

  1. From the Staff Menu, select “People”.

JAMSpiritSites makes adding payments easy in your Snap account.

 

  1. Type and select the person.
  1. Go to “Financial”.

Add payments under financial in your JAMSpiritSites Snap account.

 

  1. Select “Pay”.

To add payments in your JAMSpiritSites Snap account select Pay from the toolbar.

 

  1. Choose “Card” from the toolbar.

Select card to add a payment in your JAMSpiritSites Snap account.

 

  1. Add card to account under the Card-to-Account Relation box.

JAMSpiritSites Snap program allows you to add cards to client accounts.

 

  1. Enter the card information.

Enter the card information to add a payment to your JAMSpiritSites Snap account.

 

  1. Put in the address.

Enter the client's billing address to add a card payment in your JAMSpiritSites Snap account.

 

  1. In the info box put in the amount and any notes.

Put in the amount and any notes of the card payment your adding in your JAMSpiritSites Snap account.

 

  1. Save when complete.

Save the card payment once you have entered all the information in your JAMSpiritSites Snap account.

 

Add A Payment Using Check

  1. From the Staff Menu, select “People”.

JAMSpiritSites makes adding payments easy in your Snap account.

 

  1. Type and select the person.
  1. Go to “Financial”.

Add payments under financial in your JAMSpiritSites Snap account.

 

  1. Select “Pay”.

To add payments in your JAMSpiritSites Snap account select Pay from the toolbar.

 

  1. Select “Check” from the toolbar.

Add a check payment to your JAMSpiritSites Snap account.

 

  1. Enter the amount, check number and notes in the Info box.

Enter the amount, check number, and notes to check payment of your JAMSpiritSites Snap account.

 

  1. Save when complete.

Save your check payment info in your JAMSpiritSites Snap account.

 

Add A Payment Using Cash

 

  1. From the Staff Menu, select “People”.

JAMSpiritSites makes adding payments easy in your Snap account.

 

  1. Type and select the person.
  1. Go to “Financial”.

Add payments under financial in your JAMSpiritSites Snap account.

 

  1. Select “Pay”.

To add payments in your JAMSpiritSites Snap account select Pay from the toolbar.

 

  1. Select “Cash” from the toolbar.

Add a cash payment to your JAMSpiritSites Snap account.

 

  1. Put the amount and any notes.

Enter the amount and notes of your cash payment in your JAMSpiritSites Snap account.

 

  1. Save when complete.

Save your cash payment info in your JAMSpiritSites Snap account.

 

Yay! You can now successfully add payments.