Receipting a Payment from the Main Menu
You do not have to open a Client file to receipt a Payment. You can create a payment from anywhere in the program.
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Click the Actions menu from the Main Menu bar.
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Click Receive Payment
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You will be presented with a list of Clients to select from. Select the Client Name and click Select
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A Payment window will be displayed for further input.
- For information on entering payment details see Editing a Payment
Adding a Payment from the Payments Screen
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If you are viewing the Payments Page under a Client file, click the Add Payment button located below the Payments List.
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A Payment window will be displayed for further input.
- For information on entering payment details see Editing a Payment