Sales
To add a Payment Credit for a client
- Select “Clients” from the navigation menu.
- Select “Manage Clients”.
- Select the Client’s file you wish to add payment credit for.
- Click the button “Add Payment Credit“.
- Input the payment credit details
- Method: Select the payment method using the drop-down menu.
- To edit the activated payment gateways according to the payment method, please refer to the tutorial “Managing Payment Options“.
- Amount: Input the payment credit amount.
- Date: Input the date of the payment; set to the current date by default.
- Payment Status: Select the status of the payment using the drop-down list from “Incomplete“, “Completed“, “Pending” or “Failed“.
- Collected By: Input the name of the payment collector using the drop-down menu.
- Ref No: Input the reference number of the payment or the transaction if available.
- Payment Details: Input further payment details as needed
- Receipt Notes: Input receipt notes as needed.
- Attachment: Attach a file by clicking the “Choose File” button as needed.
- Treasury: Select the treasury where the payment has been received using the drop-down menu.
- Note that the “Treasury” field is only available if you have more than one treasury registered on the system.
- Method: Select the payment method using the drop-down menu.
- (Optional) Distribute the payment credit on the client’s due invoices that need to be paid following the tutorial “Manually distributing Payment Credit” as required.
- Click the button “Add Payment” button.