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Recording Future Payment

You may have someone paying by Cash/Check and want to record a payment in the future. You can do this from the Payment report.

Method 1. If the payment is due this month

  1. Go to Reports -> Payments
  2. You will be on 'This Months Payments' tab, scroll to bottom of the page and look for 'Upcoming Payments'
  3. Use the 'Record / Charge Payment link next to persons name.
  4. This will pop a modal where you can confirm.

Method 2. If the payment is due next month

  1. Go to Reports -> Payments
  2. You will be on 'This Months Payments' tab, select the 'Next Month Payments' tab
  3. Use the 'Record / Charge Payment link next to persons name.
  4. This will pop a modal where you can confirm.

 

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