PM.080 - Payments Request/Add

PRINTJOBMANAGER > Knowledge Base Documentation
In this document we will review creating and sending a request for payment and posting payments.
 
 
 
Go to Edit Order to Request or Post a Payment. 
Fig.1
  1. Select Jobs
  2. Select List Estimates/Jobs
  3. Select Edit Order
 
Record a Payment - A-1
Fig.2
Scroll down to the payments console and select +Add Payment
  • Numbers 1,2,3 display the current account status in PrintJobManger
 
Record a Payment - A-2 
Fig.3
  1. Add the Amount that has been received for this order
  2. Select a payment method that the customer used to process their payment
  3. Using the calendar select the date of the payment
  4. Add any notations for this function
  5. Save 
 
Request Payment - B-1
Fig.4
Scroll down to the payments console and select + Create Request
  • Numbers 1,2,3 display the current account status in PrintJobManger
 
Request Payment - B-2
Fig.8
  1. Add the amount that you would like to charge for this order
  2. Select a payment method that the customer will use, via secure link to process their payment
  3. Using the calendar select the due date for the payment
  4. Add any notations for this function
  5. Save