Create a payment

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You need to be signed in to perform this action.

Requires permission

You need a Payments ability level of Manage to perform this action.

Create a payment

1. Navigate to a customer's page.
   • You can visit the customers page and click the name of a customer.
   • You can also search for a customer.

2. Click Actions.
3. Click New payment.

You should see New payment at the top of the page.

4. Enter the payment's details.
   • A payment needs an Amount.

5. Apply the payment to invoices.
   • An invoice payment needs an Amount.

6. Click Actions.
7. Click Create payment.

You should see the payment's number at the top of the page.

How it works