Table of Contents
Process Payment via Client Profile
If you intend on only processing a single payment, the easiest way is directly through your clients information page in SnapBill. You can reach this page either through a search or the client listing.
Select the “Process Payment” link in the left navigation menu via the client profile.
| Functions | Sub-Functions | Description |
|---|---|---|
| Amount | Mark the amount received. | |
| Mark Invoices as Paid | Select the order of invoices listed i.e Oldest Invoices First/Custom. | |
| Payment Method | The method in which the payment was received i.e cash/EFT (the options will be determined by which methods you have activated under Setup > Billing > Payment Methods. | |
| Date of Receipt | ||
| Reference | ||
| Invoices | Mark the correct invoice for which the payment needs to be applied to. |
If a payment is captured without any invoices marked, the payment will be applied to the client profile as a credit and will automatically be applied to the next invoice
Processing cash, cheque, eft, or bank deposits
- Click Process Payment in the the left navigation menu
- Fill in the Amount, Date of Receipt and Reference
- The Remaining credit field adds the existing credit on the account and the payment amount you are about to apply to tell you how much total credit you can use.
- Select Custom in the dropdown to select the invoices you want to apply the payment to yourself, select Oldest Invoices First to have SnapBill automatically choose for you.
- All invoices with a tick next to them will be marked as paid.
- To finish click Process payments.
A notification of payment as well as a statement will be sent to your client when you finish. To change your automatic email settings go to Setup > Billing > Invoicing.
Remove an incorrectly applied payment:
- Go to the client’s account in SnapBill
- Scroll down and locate the incorrectly applied payment in the Payments table
- Click the description link in the Reference column of the Payments table next to the incorrect applied payment date
- Click Remove payment in the left navigation menu to delete the payment.
If you need to process many payments at once, we have a separate page which will save you some time see: Processing Many Payments
See also: Applying Partial Payments ; Credit
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