Add a Payment to a Client Account

You can add a Payment from the Client Account to save the extra step of entering the Client information on the Payment itself. In many scenarios, you may already be on the Client Account anyway to see scheduled jobs or open Invoices.

To add a Payment from a Client Account, use the following steps:

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

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


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