Payments

Management Customer [Customer Name] Payments

The Payments section enables users to efficiently add, track, and manage transactions, including a complete history of previous payments.

Global Payments

You can also manage Payments under Global Payments, which displays all Payments across the account.

Add Payment

To add a new payment

1. Click

   • Description is the name of the payment.

     If you wish to hide any information on the customer portal, use # followed by the text to hide.

     Example

     PayPal 87878787744XXX #payment from the demo.

     Note

     Add a # symbol for starting a private comment to store private information along with the public information.

   • Total is the amount of the payment.

   • Payment Fee (Ref Only) For payments made through PayPal or another external payment system, the Payment Fee field is automatically filled.
   • Status allows you to set the Payment to:
     • Pending: Not included in balance calculations
     • Cancelled: Ignored in balance calculations.
     • Completed: Marked as an active payments.
   • Email Confirmation: If enabled, once you save the Payment, an email is generated to all Contacts configured on the customer informing them that the payment has been received and applied to the account.

   

2. Click Save.

Pending Payments

1. When a customer places a payment through their bank, it shows Pending status.
2. The customer can manually update the status from Pending to Completed after confirming the bank transfer.
3. Ensures accurate tracking and verification of bank payments before they reflect in the system.

Negative Payments

If a customer has made any kind of purchase on the account, it's shown as a negative amount on the main Payments page > Total section.