Taking a payment

Back to: Payments Overview

 

To add a payment in CommuSoft go to the job and click on the green plus icon next to the word Payments:

 

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Select the bank account the payment will be going into from the drop down menu. 

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Select a method of payment from the drop down menu:

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Add a description for the payment. 

 

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If required, add a reference number for example a cheque number.

Select a date that the money clears if required. Otherwise it will default to today.

 

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Finally, enter a payment amount. This field will auto fill the total due. Click Save.

 

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Next Lesson: Taking Credit Card Payments

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