Manual payments

How to manually add a payment to a customer's account.

Before attempting to make a manual payment against a customer's invoice, ensure that a payment method has been defined in the customer's account.‌

To make a manual payment

Making a manual payment‌

1. If the side menu is not visible, click .
2. In the side menu, click Finance, then click Invoices.

3. Do one of the following:

   • Move your pointer to the left of the invoice being paid and select the check-box that is displayed.

   • At the end of the invoice being paid, click .

   A pop-out menu is displayed.

4. On either pop-out menu, click either Pay with Credit or Pay with Card and a new page is displayed.

5. Click Continue.

​