How do I post a payment?

Payments can be posted in two places:

• From the Manage Orders page, using the payment dialog on an order row
• From the order form itself, using the Add Payment section in the Payment sidebar

Posting a payment from the Manage Orders page

1. Navigate to Orders->Manage Orders.
2. Filter the list as needed using the User, Status, Order #, and date range filters at the top of the page.
3. Locate the order you want to post a payment for and click the Payment status button in its row.
4. The payment dialog will be displayed. Fill in the following fields:
   • Type (required) — Select the payment type from the drop down list. The available options are configured on the Payment Options page (Settings->Payment Options).
   • Amount (required) — Enter the payment amount.
   • Notes — Optionally enter a check number or any notes about the payment.
   • Date — Defaults to today's date; change if needed.
5. Click the Save button.

Posting a payment from the order form

1. Open the order you want to post a payment for.
2. In the Payment section on the right side of the page, locate the Add Payment area.
3. Fill in the following fields:
   • Type (required) — Select the payment type from the drop down list.
   • Amount (required) — Enter the payment amount.
   • Check #/Notes — Optionally enter a check number or any notes about the payment.
4. Click the Add button.

The payment will appear in the Payment section list and the order's balance and status will update accordingly.