Collections
Jeff Hanrahan avatar
Written by Jeff Hanrahan
Updated over a week ago

By clicking More and choosing Collections, you can view transactions with the payment method To Be Collected. The Payments tab of this view shows all transactions in the client’s history with this payment method, and the Collections tab shows a record of payments made by the customer. To add a new payment, go to the Collections tab and click Add Collection. Enter the payment type, amount, and location, then click Save. The amount paid will be subtracted from the client’s owed balance.

To print a receipt for a payment, choose the Print button next to the payment you wish to print. To edit the payment type or date of a collection, click the Edit button to the right of the Print button. To remove a collection, click the minus symbol to the right of the Edit button, then click OK.

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