when you post a manual payment enter the fields you need to but be sure to click the plus sign at the right side or it will not post
also if you want the admin team to get notifications be sure to have your alert center option for payment taken
if you want the client to get a notification of payment made so they dont call you and ask did you get my payment you can turn on the email in email center that sends to the client when a payment is posted
when you post a manual payment enter the fields you need to but be sure to click the plus sign at the right side or it will not post
also if you want the admin team to get notifications be sure to have your alert center option for payment taken
if you want the client to get a notification of payment made so they dont call you and ask did you get my payment you can turn on the email in email center that sends to the client when a payment is posted
The same question
If you open the lead, go to show payments and you can manually add a check by selecting the drop down under type
If you open the lead, go to show payments and you can manually add a check by selecting the drop down under type
when you post a manual payment enter the fields you need to but be sure to click the plus sign at the right side or it will not post
also if you want the admin team to get notifications be sure to have your alert center option for payment taken
if you want the client to get a notification of payment made so they dont call you and ask did you get my payment you can turn on the email in email center that sends to the client when a payment is posted
when you post a manual payment enter the fields you need to but be sure to click the plus sign at the right side or it will not post
also if you want the admin team to get notifications be sure to have your alert center option for payment taken
if you want the client to get a notification of payment made so they dont call you and ask did you get my payment you can turn on the email in email center that sends to the client when a payment is posted
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