Congratulations! You've completed your setup and you are ready to start taking payments.
Enter Payment in the left navigation bar is the quickest and simplest way for you to key-enter a payment in the software. All you need is some basic cardholder information and the dollar amount of the charge. Click here for detailed instructions.
| 📌 If you have an integration with ClientPay, the Enter Payment screen is outside of that integration. You may successfully collect a payment and locate it in the Payment Manager for reporting but you will not be able to automatically post it. You will need to manually update your software. |
Other ways to collect payments:
- Payment Schedules - Set up a payment plan that automatically charges your customer on a set schedule for a specified period of time.
- Payment Pages - Let your customers enter the payment whenever it works best for them! You can customize the page to match the look and feel of your brand. Then add the link to your website or in the body of an email.
- Depending on your package, other payment options may include Connect or API payments through an integration partner or Invoices.
All transaction activity can be found in the Payment Manager. Select a date range from the dropdown menu and click Search to generate a list of approvals or configure Advanced Search fields to drill down your results. The Reports tab is where you can create custom reports to pull on demand or schedule to send automatically by email.
Click to keep learning and continue with your setup!