How to Post Check or Cash for a Customer Who Normally Pays with Their Credit Card on File.

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.