Follow

Manually Creating a Payment

Most payment records will be created automatically through the portal or through the Process Payment Wizard. However, you may find some cases where it makes sense to manually create a payment record and then apply it. Typically, this is used only for cash and check payments since manually creating a credit card payment does not submit the information to your payment processing system like the portal and wizard do. You should only create a credit card payment manually if for some reason the wizard or portal failed to create the record, but you have confirmation from your processor that the payment went through and you need to create the record to match the existing transaction.

From the Contact or Account record navigate to Payments.

Click + Add New Payment

Click + Add New Payment

Fill out all fields marked with a red asterisk: Amount and Payment Type (The next section of the form is dependent on how the Payment Type field is filled out).

 Fill out all fields marked with a red asterisk: Amount and Payment Type (The next section of the form is dependent on how the Payment Type field is filled out).

If Payment Type is set to Check, the Credit Card section becomes read only and vice versa when the Payment Type is set to Credit Card. If Cash is selected as the Payment Type, both of these sections become read only. Fill out any required/recommended sections to the best of your ability and click the Save button in the ribbon bar.

Note: You have to complete fields to get the record to save but for the most part it doesn't matter what you enter.

Note: You have to complete fields to get the record to save but for the most part it doesn't matter what you enter.

However we highly recommend the transaction ID be accurate based on your reporting from your payment processor as that will help you maintain some data integrity and protect you from creating payments that never actually went through. Since the payment is already processed the rest of this information is already with the payment processor and doesn't matter on the payment record but will need to be completed to save the record..

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk