Entering payment

Christopher C. shared this question 14 months ago
Answered

Hello, i am trying to enter a payment (check) into the system and it is not saving. I am just learning the new program and I am sure i am missing a step. Any help would be appreciated

Comments (6)

photo
1

Do you have a lead #?

photo
1

yes it is CES PTO on June 10th.

photo
1

12610577

photo
1

This is where you would enter in the check manually:

058381ca32d4db206eb82c3bbc770cfa

Once you've entered in the check, be sure you hit the + to save it.

photo
1

ok that is what i was missing. i was just trying to save it. Thank you

photo
1

You're welcome. Let us know if you need further assistance.

Leave a Comment
 
Attach a file