Adding a payment on the invoice

Customer Account    

1. Are you ready?
   
   In this tutorial we are going to learn how to add an invoice and process it.
   
   We will use the following parameters:
   

   Customer's Name: John Smith
   
   Document: invoice
   Amount: 4999
   
   Document: payment
   Amount: 4999
   Name On Account: John Smith
   CSC: 111
   
   
2. Log in to the system using your Username and Password.
   
   Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
   
3. Locate sidebar menu on the new Console.
   
4. Select Customers menu item.
   
5. Locate     John Smith in the list of customers on Customer Summary form.
   

   Note: you can add and apply filters to search customers by one or combination of the following parameters: first name, last name, organization, email, phone, balance, status.

   
   
6. Click Settings button.
   
7. Locate Billing Activity Summary form.
   
8. Select Add Invoice button.
   
9. Enter 4999 into the Amounttextbox.
   
10. Enter notes into the Note textbox.
    
11. Click   Savebutton .
    

    screenshot
12. Click Add Payment button.
    
13. Enter 4999 into the Amounttextbox.
    
14. Locate     John Smith in the list of customers on Customer Summary form.
    

    Note: you can add and apply filters to search customers by one or combination of the following parameters: first name, last name, organization, email, phone, balance, status.

    
    
15. Enter 111 into the into the CSC textbox for Payment Options is John Smith (Visa****1111).
    
16. Enter notes into the Note textbox.
    
17. Click   Savebutton .
    

    screenshot
18. New Payment screenshot for the card.
    

    screenshot
19. Congratulations, you are done!
    
    You have learned how to add an invoice and process it. Now you can do this by yourself.
    

Customer   Console perspective   Recurring billing