Recording/Taking Payments
Michelle
17 days ago
Media playerAudio player with custom controls for playback, volume, seeking, and more. Use space bar to play/pause, Shift + arrow keys (←/→) to seek, and arrow keys (↑/↓) to adjust volume.
0:002:44
Summary
I show how to receive payments in the system, both one‑at‑a‑time and in bulk. First I open a customer's account, click Receive Payment, enter the amount given (cash, card, or ACH) and post to generate a receipt. Then I demonstrate creating a payment batch, adding each check’s account, check number and amount, correcting any errors, and posting the entire batch. Finally I note you can export the batch to see GL allocations.