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Knowledge Center > Billing and Payments > Payment Operations > Create a Payment

Create a Payment

Create a Payment

You create a new payment to apply a payment to an open balance. You can apply a single payment to multiple invoices if, for example, a customer chooses to pay for all open balances at once. Similarly, a single payment can count for less than the total amount of one invoice.

When submitting a credit card payment to your gateway, it typically takes seconds to submit a payment and receive an answer. It might take longer depending on traffic, but it usually takes no longer than 10 seconds for the transaction to complete.

Create an External Payment

  1. Navigate to Payments > Payment Operations and click the Payment tab.
  2. Click Create Payment.
  3. In the Customer Account field, click and select a customer from the Customer Account list, or click search to search for an account.
  4. In the Type of Payment field, select External Payment.
  5. In the Payment Date field, enter an effective date for the payment. 
  6. In the Payment Method field, click and select a payment method from the list. If the account has a default payment method specified, the payment method will default to that default payment method.
  7. In the Payment Total field, enter the payment total amount.
  8. Optionally, enter a Reference ID and a Comment.
  9. If you want to view or select an accounting code, click Additional Fields and enter the code in the Accounting Code field. See Overriding Accounting Codes on Payments for instructions on selecting a accounting code. 
  10. Check the boxes next to the invoices for which you want to apply the payment.
  11. Click create payment to process the payment.

Create an Electronic Payment

  1. Navigate to Payments > Payment Operations and click the Payment tab.
  2. Click Create Payment.
  3. In the Customer Account field, click and select a customer from the Customer Account list, or click search to search for an account.
  4. In the Type of Payment field, select Electronic Payment.
  5. In the Payment Method field, click and select a payment method from the list. If the account has a default payment method specified, the payment method will default to that default payment method.
  6. Click View Detail next to the Payment Method to see the detail information about the payment method in a pop-up window.
  7. For the Electronic Payment method, the payment total defaults to the total amount due for all outstanding invoices within the account, but can be modified if needed.
  8. Optionally, In the Comment field, enter a comment for this payment.
  9. If you want to view or select an accounting code, click Additional Fields and enter the code in the Accounting Code field. See Overriding Accounting Codes on Payments for instructions on selecting a accounting code. 
  10. Check the boxes next to the invoices for which you want to apply the payment.
  11. Click create payment to process the payment.
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