Adding a Payment

To add a payment to an existing invoice:

Select Registrations from the database menu

Registrations in DB Menu

Click the Transactions button at the top of the page

Transactions Button

Search to find the invoice you want to add a payment to (i.e. by Customer Name)

Select Customer Name from the "All text fields" dropdown menu

Transactions Search Options

Type the learner's name in the search box

Transactions Customer Search - C Brown

Select the invoice you want to add the payment to

Transaction Record - C Brown

Click the 3 dots to the right of the learner invoice record

3 Dots - Invoice Record

Select View to open the invoice

Transactions - View

Click $ Add Payment at the top of the page

Add Payment Button

Complete the payment form

UPDATE: Payment Details

All payments are listed under the Payment Details section of the invoice

UPDATE: New Invoice Balance