Making a payment to an account

 

You can view and take a payment on customer balances.

View Member Financial user right needs to be enabled.

Use the ‘Look Up’ function to locate the customer/member and click View Financial Details for Current Individual

 

 

 

 

 

The person in the example owes $20 for an Art class. Click [Make Payment] to pay down that balance.

Enter in the amount the customer is paying today and apply it to the correct charge. (There may be several charges.)

 

Click [OK] to Proceed to Cash Register > [Checkout] and select the payment method and enter the amount tendered [OK] to complete the transaction.