How to Record a Payment

#Overview

This article covers how to process and record a customer's payment through the Project page. We will go through the option to:

• Record payment

• Charge a credit card

• Manage credit cards

To find these options head to the invoice tab of the Project page, scroll to the Payment section and the top right, click on "+Record Payment" to open the drop down menu. See image below:

#Video Walkthrough

#Manage credit cards

Unless you're processing a payment through check, an external credit card or another means of payment, you'd want to collect the credit card details through the Deposit or Cancelation flow or directly through the phone. To learn more, visit Manage Credit Cards and Cancellation Letters, Charges and Deposits

#Charge a credit card

Once the customer's credit card has been saved, you'll be ready to process the payment. For detailed step by step instructions, visit Office App: Saving Payment Information

#Record a Payment

Once the credit card has been charged through the Crew app or the Office app, or any other payment method has been used to process the Grand Total, you may proceed to record a payment.

The system will open a pop-up window where you have the options to enter a Payment Name (deposit, cancelation, 1st move, etc), Payment Amount, Payment Method, and Payment Description. See image below:

After you click Confirm, the Payment section will log the transaction with the date and time, and the rest of the payment details. Finally, it will show you the remaining balance. See image below:

Warning: You cannot delete a recorded payment if it was processed via a credit card (Supermove). This does not include External Credit Cards.