HOW TO PROCESS A PAYMENT

In order to be able to process payments, you need to have the Billing module activated in your license. Billing is an Add-on Module which can be requested by contacting your sales representative. For our billing tutorial video, click here.

1. There are many ways to process a payment. The first one is by hovering over the Create icon, then clicking Process Payment.
   
2. Enter the invoice number and click Select Invoice.
   
3. Enter the payment amount, the payment details, then click Apply Payment.
   

A payment can also be processed via the contact profile.

1. Once you access the Client/Contact profile, click on the Billing tab, then click on Invoices.
2. Click on Add Payment for the invoice that you wish to process a payment for.
   
   1. NOTE: If Add Payment is grayed out, then that means that the invoice has been completely paid.
      
3. Select the type of payment, enter the amount, and any reference number or details. Next click Add Payment.
   
4. Once you apply the payment, you will be redirected to the invoices page and the balance will reflect the payment made.
5. To view the different payment amounts applied to the specific invoice, simply click on the link for the total paid amount in the Paid column.
   

A payment can also be processed via the case profile.

1. Lastly, you can also process a payment at the Case level. Follow the same steps: Click on the Billing tab, click on Invoices, Select the invoice, the type of payment, enter the amount, and click Apply.