Manual Payments

To enter a payment that was not made online:

1. Click your "Invoices" tab.
2. Click your check box next to the invoice you wish to enter the payment for.
3. Click your white ENTER PAYMENT link located directly above your list of invoices.
4. Select the method of payment, date, notes (optional), and the amount your client paid.
5. Click your Save button below.

Additional Information

Requirements: This can only be done by the system administrator or a by a staff member, if they are given the permissions to do so.  For more information, see the Tabs section.

Payment notification: if you wish to send a payment notification email, ensure that the box next to 'Send payment notification email' is checked.

Over Payment:  If your entered amount exceeds the amount on the invoice, the left over amount will be added to your client's credits.

Apply Credit:  If your client has credit on file, you will be prompted to apply credits.  See Payment from Credit for more details.

Are we missing anything in our help manual? If so, please let us know by contacting us here.

You may also find additional help by visiting our support forum.