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Adding a Payment from the CRM Overview Page

To add a payment from the CRM Overview page:

  1. Click the CRM tab to go to the CRM module.
  2. Click the Overview Group Item to go to the Overview page.
  3. Click the Add a Payment link.

  1. On the Payment page, select the customer's name (or part of the name) in the Customer Name field.
  2. Click the Look-Up   button to enter the complete name in the field. The number of open orders/invoices the customer has and balance due will be displayed.
  3. Click Next.

  1. On the Payment - Open Orders/Invoices page, select the items that you want to make a payment on by selecting the check-box next to the item.
  2. You may also apply or remove a previously applied discount at this time. View the Help topic, Applying and Removing Discounts.
  3. Click Next.

  1. On the Payment–Payment Information page, review the payment information and edit it if necessary and then click Next.

  1. Review the Billing Information and then click Next.

  1. Review the Payment Details screen and click Pay Now to finalize the transaction.

  1. To print the payment confirmation, click the Printer Friendly Version button to preview the confirmation.

Note: To print a "hard copy" invoice showing balance due is $0, see Creating "Hard Copy" Invoices.