RECEIVE PAYMENTS

Need to log a payment from a client? Here’s how to do it fast and right ✅

Go to the Client's Profile
Find your client by searching their name and open their profile.
Click on the Balance Indicator
This shows you their current balance and options related to payments.
Select "Receive Payment"
You’ll now be prompted to enter the payment details.
Choose the Branch (if applicable)
Useful if your business has multiple locations
Select the Payment Method
Pick how the client paid—cash, card, bank transfer, or other available options
Confirm the Amount & Allocate It
Make sure the amount is correct and allocate it to the right invoice (this is key ).
Press "Confirm"
Once everything looks good—click Confirm to finalize the transaction.

This ensures the payment is properly recorded, tracked, and linked to the correct invoice.

Let us know if you'd like to cover how to edit or refund a payment too!

Easily Log Client Payments In The System—Select The Method, Allocate To Invoices, And Confirm With Just A Few Clicks