Add a Payment to a Client Account

You can add a Payment from many places in Service Autopilot. However, if you add it from a Client Account, you save the extra step of having to enter the client's information on the Payment itself. In many scenarios, you may already be on the Client Account looking at scheduled Jobs or open Invoices.

To add a Payment from a Client Account, follow these steps:

  1. Click Add a Transaction.
  2. Click Add a payment


  3. On the Payment overlay, add the Payment Details.
  4. Allocate the Payment to any open Invoices, if needed.
  5. Click Save & Close


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