Collecting a Payment for a Customer

By clicking the “Collect a payment” link from the Customers table, or by selecting “Collect Payment” in the Actions menu at the top-right of the Customer Details page, you can go directly to the collect new payment screen, with the customer loaded in the form. To do this:

1. Click the “Collect a payment” link from the Action button menu.

   

    
   Or, click the “collect payment” link at the top-right of the view customer details screen.

   

    

2. You are taken to the collect new payment screen, with the customer loaded into the form.

   

    

3. Continue with processing a one-time payment or entering a recurring payment schedule for an existing customer. (See Entering One-time Payments and Entering Recurring Billing Schedules in Chapter 4.)

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