Manual Payments

How to add Manual Payments and Receipts

Rafael avatar
Written by Rafael
Updated over a week ago

This feature allows you to manually add a payment record into the list of transactions.

  1. On the main menu, click on Cases. This will bring you to the page with all your clients.

  2. Once you have found the client you would like to create an invoice for, click on Select Option then View Case.

  3. This will bring you to the client details, along the top of the page, you will find the navigation bar, this is where you click on Billing. This will bring you to the Billing Manager.

  4. Once the Billings tab is opened, another navigation bar is displayed, click Payments here.

  5. To start with adding a payment record, click Record Payment.

  6. Add the appropriate invoice (you can follow this link to learn more about how to create invoices) and the amount the client has paid.

    Ensure that you save once the data has been filled.

  7. Once the payment is added, you can view the receipt by clicking View Receipt.

  8. To send the receipt to the client, click on Select Option then Share Receipt. This is where you can add a subject, message and email address(s).

You can send the receipt to the client with the Shareable Link. Preview email displays what the client would see by clicking Preview Email.

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