In this article you will learn how to:
Add A Payment Using Card
- From the Staff Menu, select “People”.
- Type and select the person.
- Go to “Financial”.
- Select “Pay”.
- Choose “Card” from the toolbar.
- Add card to account under the Card-to-Account Relation box.
- Enter the card information.
- Put in the address.
- In the info box put in the amount and any notes.
- Save when complete.
Add A Payment Using Check
- From the Staff Menu, select “People”.
- Type and select the person.
- Go to “Financial”.
- Select “Pay”.
- Select “Check” from the toolbar.
- Enter the amount, check number and notes in the Info box.
- Save when complete.
Add A Payment Using Cash
- From the Staff Menu, select “People”.
- Type and select the person.
- Go to “Financial”.
- Select “Pay”.
- Select “Cash” from the toolbar.
- Put the amount and any notes.
- Save when complete.
Yay! You can now successfully add payments.