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Making Client Payments

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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.

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