Manually Adding a Payment*

You have the ability to manually add a payment to a billing profile.  This can be useful to mark those as paid who paid you by check/cash in person or if you simply need to add an extra payment for whatever reason.

Step One:

From your dashboard, click "Billing" on the left-hand side then select "Accounts" from the drop-down menu.

Step Two:

From this page, use the filters at the top of the page to find the account you want to add a payment for.  Once found, click the account number/name under the "Acct #" column for the account you want to add a payment.

Step Three:

At the bottom of the page, you can click "+ New Payment" to manually add in a payment.

Step Four:

Once you click "+ New Payment," you be prompted to enter in a few data points.

Amount - The amount of money this payment is worth.

Payment Method - Choose the payment method in which this payment will be entered.  

Check Number - Optional; if you chose check or e-check as the payment method, you can enter the number here for your billing records.

Account Code - Optional; enter the code you would like to be applied to this payment for your billing records.

Notes - Optional; enter a note regarding this payment for your own record.

Click "Pay" once you have entered all the information needed.