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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.
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 | 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 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
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.
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