Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Making Client Payments


Published on

Published in: Software
  • Be the first to comment

  • Be the first to like this

Making Client Payments

  1. 1. F.A.Q Making Client Payments
  2. 2. ● View a Contact. ● Click ‘Raise new payment’, then enter the amount and an optional description. ● The description will show up on the receipt, which is emailed to the client. (‘Raise new payment’ is only available when there are billing details for that client) P.s Payments are never automatically taken - you control when payments are made Raising new payments for a client is easy:
  3. 3. Refunding a payment is equally easy. ● Highlight the payment and click ‘Refund’ option. ● You will then be prompted to enter the amount you wish to refund.