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Showing articles from payments tag

Applying Payments for Single Contacts, Related Contacts, or Multiple Unrelated Contacts

Staff members can apply payments (cash, check, credit card) to a contact record from the contact's Billing tab.  Payments can be done to a single contact, to related contacts and to multiple unrelated contacts. Single Contact From the Contact's Billing tab (e.g. ABC Company's Billing tab) * Enter Payment (check…

Billing Video Tutorials

Table of Contents for Billing Video Tutorials Webinars * Setting Up Billing  (45 minutes) Handout * Daily Billing Activities  (45 minutes) Handout * Managing Membership Dues Billing  (51 minutes) Handout The Basics Billing - Initial Setup * Setup your Chart of Accounts * Import Chart of Acco…

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