Posting Payments

For convenience, payments can be posted to a contact's account in a few different ways.

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 ).

From the Contact List:

1. Clicknext to the contact's name, then from the contact list toolbar click .
2. Select a Payment Type from the drop-down options listed (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 ).
4. To add credit card information, click (See Link Your ProPay Account for more information).
5. When finished clickto save and close the Payment screen.

From the Contact Profile:

1. Double-click or click next to the contact's name, then from the contact list toolbar click .
2. From the contact profile toolbar click .
3. Select a Payment Type from the drop-down options listed (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 ).
5. To add credit card information, click (See Link Your ProPay Account for more information).
6. When finished clickto save and close the Payment screen.

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

(2:55) Video Clarity Help