How To's -
If a customer decides they do not want to use their credit card on file to pay today's invoice, follow the steps below to post their cash or check payment.
Before creating Invoices for that day of jobs, go to the Customer's account and click the edit pencil in the Orange Box.
Change their Billing Terms to Check or Cash and click the Blue Save Customer button.
Go back to your Invoicing and Payroll Report and create invoices for that day. This will allow for you to Post Payment for that job instead of charging their credit card.
After those jobs are invoiced for the day, return to the customer's account and change their Billing Terms back to Credit Card and click Save Customer.