Note: Enable Portal Access in Customer Contact

 

Below are the steps in paying invoice through make payments screen:

  1. Click the Make a Payment under Transactions. This will open the Make a Payment screen.


  2. Select Payment Method field. Payment method dropdown displays the available credit card for the customer. Notice that the grid area will show all the posted and unpaid Invoices, Credit Memos, Prepayments, Overpayments that belongs to the customer. 

  3. Enter a full payment for the a grid row by double clicking the Payment field or manually entering the amount or checking the checkbox on the leftmost side of the row. Total payment field will displayed the total amount of selected payments.

  4. Click Process Payment button to process selected payment/s and prompt will be displayed once transaction is approved or disapproved.

  5. Click Ok button and Payment Receipt Report will be displayed

  6. Click Close to close the report. You can check the posted Receive Payment created through these steps:

    1. Click Sales then Receive Payments

    2. Search the Record No. of Receive Payment showed in the report open selected transaction



 

 

 

 

 

 

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