Payments are posted directly to the Financial Account record.
- On the account where payment is being posted for, click the Green Plus button next to Payments.
- Enter in payment info – Be sure to highlight/select the fee(s) to which the payment applies - Save
You can link to the Financial Account record, to post a payment for a customer, in one of the following ways.
Method 1: Directly from the Financial Account
- Click on the Financial Account in the main navigation.
- Search and click to open the record
Method 2: Directly from an Invoice
- Click on the Invoice in the main navigation
- Search and click to open the record
- Click to the parent financial account
Method 3: Directly from a Permit
- Click on the Permit Manager from the main navigation
- Search and click to open the record
- Click on the Invoice record in the panels on the right
- Click to the parent financial account
Printing a Receipt for Payment
From the Account screen, and the payment section, click the button to print the Receipt.
