Adding a Payment from the Organization Profile

You can add an organization's payment from the Organization Profile. You can also add a payment from the Accounting Overview, Add a Payment link.

To add an organization's payment:

1. Go to the Organization Profile.
2. Click Add Payment.

3. The Open Orders/Invoices window displays. Select the order or invoice to which you want to apply the payment.
4. Click the Next button.

5. Select the Payment Method and enter other payment information, as appropriate.
6. Click the Next button.

 

Note: The This is a Corporate Card check box is a flag that can be set to denote that the card being used is a corporate card as opposed to a personal credit card.

7. Review the billing information.
8. Click the Next button.

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

11. The Payment Confirmation window gives you the ability to generate a printer friendly version of the payment statement.
12. To print the printer friendly version of the confirmation, click the Printer Friendly Version button.

13. In the Purchase Confirmation window, click the Print This Page button.