Register payments

There are two ways you can record a payment to balance out an invoice.

There are two ways to record a payment: from the Finance module and from the Ad sales module.

Recording a payment in the Finance module

A user with Finance access can manage billing and collection for all client accounts.

Go to Finance >>> Collection, then open the Register payments tab.

In the Register payments tab select the invoice you want to register a payment for and then click the New button at the bottom right.

In the window that opens up, select the invoice you want to record a payment for.

Fill out the other form fields as appropriate and then click Save.

Recording a payment in the Ad sales module

A user with Ad sales access can manage their client account and also register payments if needed.

Go to Ad Sales >>> Organizations and locate the client you want to register a payment for.

Open the Payments tab and click the New button on the lower right.

In the window that opens up, select the invoice you want to record a payment for.

Fill out the other form fields as appropriate and then click Save.