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
- Select Jobs
- Select List Estimates/Jobs
- 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
- Add the Amount that has been received for this order
- Select a payment method that the customer used to process their payment
- Using the calendar select the date of the payment
- Add any notations for this function
- 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
- Add the amount that you would like to charge for this order
- Select a payment method that the customer will use, via secure link to process their payment
- Using the calendar select the due date for the payment
- Add any notations for this function
- Save
If you have questions or need help, please open a support ticket by selecting this link Aleyant Support
Article ID: 988, Created: January 13, 2017 at 11:30 AM, Modified: November 6, 2017 at 2:43 PM