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process_payments [2014/10/28 14:17]
Lisa Adams
process_payments [2014/11/05 12:23]
Lisa Adams
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 ==== Process Payment ==== ==== Process Payment ====
  
-  - Go to [[https://​billing.snapbill.com/​clients/​pick/​billing/​process_payments|Billing ​⇒ Process Payments]] in the left navigation menu+  - Go to [[https://​billing.snapbill.com/​clients/​pick/​billing/​process_payments|Billing ​Process Payments]] in the left navigation menu
   - In the Search box start to enter the clients you want to process payments for one by one.   - In the Search box start to enter the clients you want to process payments for one by one.
   - Choose the client from the options displayed under Client Results by clicking on them.   - Choose the client from the options displayed under Client Results by clicking on them.
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 ^Functions ^ Sub-Functions ^ Description ^ ^Functions ^ Sub-Functions ^ Description ^
-| Amount | | Mark the amount received +| Amount | | Mark the amount received.
-| Mark Invoices as Paid | | Select the order of invoices listed i.e Oldest Invoices First/​Custom +| 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 [[https://​billing.snapbill.com/​setup/​billing/​methods|Setup > Billing > Payment Methods]] |+| 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 [[https://​billing.snapbill.com/​setup/​billing/​methods|Setup > Billing > Payment Methods]]. |
 | 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 to be applied to |+| Invoices | | Mark the correct invoice for which the payment needs to be applied to. |
  
 <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>​ <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>​
  
 See Also: [[applying_partial_payments]] ; [[credit_note]] See Also: [[applying_partial_payments]] ; [[credit_note]]
process_payments.txt · Last modified: 2014/11/05 12:23 by Lisa Adams