Required fields are in blue.
Click the Billing Type arrow to select Payment. (Other selections are Billable Services, Service Charge, Adjustment, and Management Fees. If you want to select one of these, close out of this Help box, make your selection, the dialog box appearance will change, then click Help again. Help for your specific billing type will appear.)
In the Client Name box, click the magnifying glass icon to select the client this payment is for. The Select Client dialog opens. Select the client for this payment.
In the Payment Date box, enter (or use the calendar icon to select) the date of payment.
Click the Payment Method arrow to select Credit Card, Check, Cash, or Money Order.
In the Reference Number box, enter the reference number for a credit card payment or a check number.
In the Amount box, enter the paid amount.
In the Description box, enter the description of this payment.
To save this payment and enter a new billing, click 
. To save this payment and close out of the dialog box, click 
.
Notes:
Payments are payments the client made toward billings that are not deposited into accounts.
Payments are applied to older balances first.