Posting Payments
Payments can be added to the invoice if the payment is made during the initial purchase. Or, if the payment was given later, it can be posted to their account from the contact list or contact profile toolbars. If the payment method is either Credit Card or Approved Credit Card, when finished, see Handling Credit Card Payments to complete the process. Alternatively, you can also send a Direct Payment Link to the customer in an email.
It is not recommended to edit an invoice to post a payment; instead, post the payment to their account, which allows for more accurate recordkeeping (E.g., a payment will show the date that the invoice was actually paid instead of the date the invoice was created).
From the Details tab at the bottom of the invoice, enter the payment amount in either the Cash/Check, Credit Card, or if the invoice is being paid in full, click
. Alternatively, if a gift certificate is being redeemed, enter the amount in the Gift Certificate field.
- Click the checkbox next to the contact's name, then from the contact list toolbar, click
and select Post Payment. - From the Payment Type drop-down, select either Cash / Check, Credit Card, or Approved Credit Card, or Gift Certificate (Approved Credit Card is used if the payment has already been processed).
- Enter the amount in the payment field or if the invoice is being paid in full, click.
- If necessary, select the payment date (optionally, you can also select an invoice number from the invoice drop-down).
- When finished, click
to save and close the Payment form.
If the payment method is by Credit Card, if necessary, click then select Manage Credit Card to add the information. See Handling Credit Card Payments to process the payment and/or handle the fees associated with submitting.
- To open the contact profile, double-click or click the checkbox next to the contact's name, then from the contact list toolbar, click
. - From the contact profile toolbar, click and select Post Payment (or from the Account & Invoices tab, click
from the Account section). - From the Payment Type drop-down, select either Cash / Check, Credit Card, Approved Credit Card, or Gift Certificate (Approved Credit Card is used if the payment has already been processed).
- Enter the amount in the payment field or if the invoice is being paid in full, click.
- If necessary, select the payment date (optionally, you can also select an invoice number from the invoice drop-down).
- When finished, click to save and close the Payment form.
If the payment method is by Credit Card, if necessary, click then select Manage Credit Card to add the information. See Handling Credit Card Payments to process the payment and/or handle the fees associated with submitting.
Tip: If the payment source is an electronic cash payment, select Cash / Check from the Payment Type. In the Memo field (or Number field from the payment form), specify the source, such as Venmo, PayPal, Zelle, ACH, E-Transfer, etc.