How to record a payment

How to record a payment


How to record a payment

This is step-by-step process for recording payments on a new sale making it ideal for users who need to efficiently manage transactions. 


  1. Navigate to and click on the Sale number to open the Sale record

  1. Click on the "Total" banner arrow to expand the details

  1. To record a deposit or balance paid, click "+ New" on the Payments line

  1. Click "Payment Type" dropdown to select the appropriate option

  1. Click the "Reference Number" field to record the credit card last 4 digits, check number or other type of identifying number

  1. Click on the calendar icon to adjust the date the payment was received

  1. Choose the payment "Received On Date"

  1. Type in the "Amount" of the payment (i.e. deposit or balance)

  1. Click the "Memo" field to add a note

  1. Click "Save"

  1. Once saving, the amount of payment will be applied toward the total amount of sale showing the balance due under the payments line on the Sale page.


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