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
![](Making_a_payment_files/image001.gif)
The person in the example owes $20 for an Art class. Click [Make Payment] to pay down that balance.
![](Making_a_payment_files/image004.gif)
![](Making_a_payment_files/image006.jpg)
Enter in the amount the customer is paying today and apply
it to the correct charge. (There may be several charges.)
![](Making_a_payment_files/image008.jpg)
Click [OK] to Proceed to Cash Register > [Checkout] and select the payment method and
enter the amount tendered [OK] to
complete the transaction.
![](Making_a_payment_files/image010.jpg)