process_payment
Differences
This shows you the differences between two versions of the page.
| Next revision | Previous revision Next revision Both sides next revision | ||
|
process_payment [2014/10/26 16:36] Lisa Adams created |
process_payment [2014/10/28 14:16] Lisa Adams |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| ===== Process Payment via Client Profile ===== | ===== Process Payment via Client Profile ===== | ||
| - | Processing a payment manually can be done easily via the Client Profile itself. | + | 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 orange menu. | + | Select the "Process Payment" link in the left navigation menu. |
| ^Functions ^ Sub-Functions ^ Description ^ | ^Functions ^ Sub-Functions ^ Description ^ | ||
| Line 11: | Line 11: | ||
| | Date of Receipt | | | | | Date of Receipt | | | | ||
| | Reference | | The reference saved will appear under the Payments Table, this is useful to easily see where the payment was applied to. | | | Reference | | The reference saved will appear under the Payments Table, this is useful to easily see where the payment was applied to. | | ||
| - | | Invoices | | Mark the correct invoice for which the payment needs ti e applied to | | + | | Invoices | | Mark the correct invoice for which the payment needs to be applied to | |
| <WRAP important> 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</WRAP> | <WRAP important> 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</WRAP> | ||
| - | See also: [[Applying Partial Payments]] | + | ==== 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. | ||
| + | |||
| + | <WRAP tip> 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. </WRAP> | ||
| + | |||
| + | ==== 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: [[process_payments]] | ||
| + | |||
| + | See also: [[Processing Partial Payments]] ; [[credit_note]] | ||
process_payment.txt · Last modified: 2014/11/04 14:25 by Lisa Adams
Page Tools
Except where otherwise noted, content on this wiki is licensed under the following license: GNU Free Documentation License 1.3
