Manually Adding a Payment*

Overview

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.

Instructions

Step 1:

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

Step 2:

• 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 3:

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

Step 4:

• 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.