Create a Payment

Making it easy to take and keep track of payments received is a big deal.

From an Invoice:

1

Click Save and pay button on an Invoice with an open balance, the proceed to Step 2. 

From Transactions:

1

Click on Create new, then Payment on a Contact's Transactions tab.

2

Set Location, Date, Responsible party and Payment method, before selecting Settle account on Step 5 or entering an Amount received per Step 7.  

3

Responsible party has three options: Contact,  Insurance, and Organization. Most payment will be the responsibility of the Contact unless a payment has been received from Insurance, or there is a write-off by the Organization. 

4

Payment method options will change according to the responsible party selected. If you are only applying credits, leave Payment method blank.

5

The Settle account button can be used if a payment is made for the entire balance on the account. If the payment is not for the entire balance on the account, proceed to Step 7. 

6

The system will calculate how much should be collected in the Amount received field and apply the amount across all open Invoices. At this point you can Save and close to complete the payment. 

7

Enter the amount of the partial payment in the Amount received field. This will populate as Amount available in green, and that amount can then be applied to any open invoices manually. The Auto apply button can be used to distribute  Amount available starting with the oldest invoice.

8

Confirm Remaining balance is correct, then Save and close.