Posting Payments

Payments can be posted to an account in a couple of different ways. If the payment method being used 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.

Option 1: When an Invoice is Created

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. Posting 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 or Credit Card field, or if the invoice is being paid in full, click.

Option 2: 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 payment has already been processed).
3. If the payment is being made by Credit Card, click to add credit card information. After completing the rest of the steps, see Handling Credit Card Payments.
4. Enter the amount in the payment field or if the invoice is being paid in full, click. 
5. If necessary, select the payment date (optionally, you can also select an invoice number from the invoice drop-down).
6. When finished, click to save and close the Payment form.

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Option 3: From the Contact Profile

1. To open the contact profile, 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  (or from the Account & Invoices tab, clickfrom the Account section).
3. From the Payment Type drop-down, select either Cash / Check, Credit Card, or Approved Credit Card (Approved Credit Card is used if the payment has already been processed).
4. If the payment is being made by Credit Card, click to add credit card information. After completing the rest of the steps, see Handling Credit Card Payments.
5. Enter the amount in the payment field or if the invoice is being paid in full, click. 
6. If necessary, select the payment date (optionally, you can also select an invoice number from the invoice drop-down).
7. When finished, click to save and close the Payment form.

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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. 

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Additional Information:

• Link Your ProPay Account
• Securely Manage Credit Card Information
• Preferences: Plug-ins tab
• Clear Multiple Account Balances