- Select Billing > Payments.
- Click Add Payments and click Create New Payment.
- The Payment Management window opens.
- Enter the amount of the payment in the Amount
- Select the payment method in the Method field.
- Complete any other information as you like.
- Ensure that the correct invoice is selected to apply the payment to.
- In the list of payment methods, ensure that the correct one has the Charge box checked. Note that you can click Manage Cards to add a payment method for the client on the fly.
- Click Process APX Payment.
- In the window that appears, ensure that the correct account is being charged and click Accept.
- Notification that the payment was posted appears. Click OK to close the window.
- Click Save & Close.
- If you want to update the PDF of this invoice on the portal, if applicable.
- Notification of the transaction is emailed to the firm member.
- Notification of the transaction is emailed to the client.
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