Loading and Entering Customers for New Payments and Schedules

The first step in entering new payments and schedules is to load an active customer into the new payment form. You can do this by searching for an existing customer or creating a new one. Follow the steps below:

 

  1. To load an existing customer:

    search_customer.jpg

     

    1. Enter at least three characters of the Company Name, First Name or Last Name in the Customer field, as shown above.

    2. A list of potential matches will appear below the Customer field.

    3. Click on the one you want to load.
      NOTE: If you don’t see the customer you want, click the “add a new customer” link.

  2. To enter and load a new customer:

    add_customer_link.jpg

     

    1. Click the “add new customer” link next to the Customer field.

    2. The add new customer screen appears.

    3. First Name and Last Name are required. If you want the customer to get an emailed receipt for the transaction, enter Email as well. Other fields are optional. (See Chapter 6: Customers for detailed information about adding Customer Records.)
      NOTE: You are required to provide receipts for all payments processed via ReceivablesPro.If you enter an email address for the Customer, the system can do this for you.If you do not enter an email address, be certain that you are collecting contact information and providing a receipt in some other way.

    4. Click the “save changes” button at the bottom of the screen to save the customer information.

  3. You should now see the Customer Record you selected or entered in the new payment form, as shown:

    customer_loaded_payment.jpg

     
    At this point you can:

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