Manual EFT transactions may 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, you must access the customer record.
From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers.
The Customers list will be displayed. Locate the customer in the list, and then click on the hyperlink in the Customer # column to open the customer record.
The Customer record will be displayed. Click on the Invoices tab. A list of all invoices for the customer will be 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 will be 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, you must access the customer record.
From the main menu, arrive at the Customers list with this path: Accounts Receivable> Customers.
The Customers list will be displayed. Locate the customer in the list, and then click on the hyperlink in the Customer # column to open the customer record.
The Customer record will be displayed. Click on the CC/eCheck tab, and then click on the New Transaction button.
