Click the “Customers” button on the top navigation page to view the Customers page.
From this view, select the Customer or to search, use the search bar to the top right and enter the Customer name, mobile, email or reference. Click the arrow to the right side to manage. This will load the Customer overview page (this can also be clicked on the Customer information line).
The main window shows details and agreement stages as the top headings.
To the bottom of this window, click the “+ AGREEMENT ACTIONS” button.
Click the option on the top of this list, reading “Add External Payment” (Cash/POS/Waive/Discount).
This opens the “Add External Payments” pop up window.
The first stage is to select the method of external payment;
Cash transaction: If a Customer has paid an amount in physical cash to the Merchant.
POS transaction: If a Customer has paid an amount via Point Of Sale (Eftpos, etc) to the Merchant.
Waive amount: If a Merchant decides to waive a certain amount from what is scheduled.
Apply discount: If a Merchant decides to apply a discount of a certain amount to what is scheduled.
Enter the amount (in dollars) that will be added as an external payment - if the amount is more than the next scheduled payment, the remaining will be deducted from future payments.
Confirm that the details of the payment are correct, then click “ADD PAYMENT” to confirm.
*Note, that once any form of external payment is applied, it cannot be reversed.*