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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.
|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