Adding a Payment from the Individual Profile

If an individual orders a product but doesn't pay at the time of the order, you can add the payment later from the Individual Profile. You can also add a payment from the Accounting Overview, Add a Payment link.

1. Navigate to the Individual Profile.
2. Hover over the Actions icon and click Add Payment in the drop-down menu.

3. The Payment–Open Orders/Invoices window displays. Click the check-box next to the order or invoice to which you want to apply the payment.
4. Click Next.

5. On the Donations page, select an optional donation amount. To forego making a donation, click the Not Today check-box.
6. Click Next.

7. Select the Payment Method and enter other payment information, as necessary.
8. Click Next.

9. Review (and edit if necessary) billing information.  Click the Next button.

10. Review the Payment Details and select whether or not you want to send an e-mail confirmation (if the e-mail address is available).
11. Click Pay Now.

12. The Payment Confirmation window gives you the ability to generate a printer friendly version of the payment statement.

13. To print the printer friendly version of the confirmation, click the Printer Friendly Version button.
14. In the Purchase Confirmation window, click the Print This Page button.