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Payments

Management Customer [Customer Name] Payments

View a complete list of all 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 demo.
    • 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, Cancelled or Completed. (Pending and Cancelled payments are not included in the balance calculation.)
    • 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.

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  2. Click Save.

Pending Payments

When a customer places a payment through their bank, it shows Pending status. To accept the payment, set it to Completed and click Save.

Negative Payments

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