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. 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.