All of your incoming payments can be added to the system and applied to invoices. This is done from the Billing > Transactions page.
- To add a new
payment click on the
button - Choose from the Member list. Members with open invoices are listed at the top, although having an open invoice isn't required when adding a payment
- The Payment Method will determine the type of transaction. Payments using either "Credit" or "Gift/Tip" won't be added to your income when generating reports
- Enter the total payment Amount and then enter how much will be applied to each open invoice
- Upon save you can send a Member Confirmation email. One "Payment received for invoice #" email will be sent for each invoice where the payment was applied. Included in this email are the Ref #, amount paid, amount due and invoice status (Open or Paid)