Posting Payments

For convenience, payments can be posted to a contact's account in a few different ways, or send a Direct Payment Link to the customer in an email.

When an Invoice is Created

From the Details tab at the bottom of the invoice, enter the payment amount in either the Cash/Check or Credit Card field (or if the invoice is being paid-in-full, click ).

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From the Contact List

1. Click the checkbox next to the contact's name, then from the contact list toolbar click .
2. From the Payment Type drop-down, select either Cash / Check, Credit Card, or Approved Credit Card (Approved Credit Card is used if the charge has already been processed).
3. Enter the payment amount in either the Cash/Check or Credit Card field (or if the invoice is being paid-in-full, click ). To add credit card information, click (See Link Your ProPay Account for more information).
4. When finished, clickto save and close the Payment screen.

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From the Contact Profile

1. Double-click or click the checkbox next to the contact's name, then from the contact list toolbar click .
2. From the contact profile toolbar click .
3. From the Payment Type drop-down, select either Cash / Check, Credit Card, or Approved Credit Card (Approved Credit Card is used if the charge has already been processed).
4. Enter the payment amount in either the Cash/Check or Credit Card field (or if the invoice is being paid-in-full, click ).To add credit card information, click (See Link Your ProPay Account for more information).
5. When finished clickto save and close the Payment screen.

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Additional Information:

See Credit Receivables for more information if the payment was made using a credit card.