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Pay a Contact's Open Invoice(s) using the Staff App

Updated

NOTE: When using the Staff App for payments, payments may only be made by Credit Card

 

  1. Click the   icon.
  2. Select Contacts from the app menu. A list of all contacts in your database will be displayed.

  3. Scroll through your list of contacts to select the desired contact. Alternately, simply type the name of the contact in the Search Contacts text box.
  4. On the Contact Details tab, the current balance for the contact will be displayed in the Balance section.

  5. Click the   icon to view a list of open invoices.

  6. Click into the Amount text-box and enter the amount to be paid OR click the check-box(es) for the invoices to be paid. When invoices are selected, the amount of the invoice is automatically populated in the Amount field.
  7. Click the   button at the bottom of the screen.

  8. If not connected, connect your card reader and swipe the card. For information on recommended mobile card readers, see Using Mobile Card Readers with the Staff App.
    OR
  9. Click Enter card details manually and enter required credit card information.

  10. Click Pay now.