Manual EFT transactions can be submitted to pay an invoice or a non-invoice related purpose, such as a deposit for a work order.
Add an EFT for an Invoice
To add an EFT for an invoice, access the customer record.
From the main menu, arrive at the Customers list with this path: CRM > Customers.
The Customers opens. Locate the customer in the list, and then click the hyperlink in the Customer # column to open the customer record.
The Customer record opens. Click the Invoices tab. A list of all invoices for the customer is shown in the grid area. Locate the invoice you want to pay, and then click the Pay Invoice button.
If the customer has a credit card or eCheck bank on file, you are prompted to select the payment method. Fill in the form, and then save.
Add an EFT for Unapplied Cash
To add an EFT to apply to unapplied cash, access the customer record.
From the main menu, arrive at the Customers list with this path: CRM > Customers.
The Customers list opens. Locate the customer in the list, and then click the hyperlink in the Customer # column to open the customer record.
The Customer record opens. Click the CC/eCheck tab, and then click the New Transaction button.
