Take a Payment

To show that you have received money from an individual on the system you can use the Take a Payment feature - this can be used for if a person pays in cash or on card. 

Search for the persons profile using the search bar

Select their profile, and once opened head to the Actions button in the top right hand corner. 

From the Actions button select the option for Take a Payment

The following screen will appear

This screen allows you to specify which bank account the funds are being paid into, and the type of payment. 

The payment Type allows you to choose from the following options

Once you have chosen the payment type, complete the rest of the window including the amount paid to you, and the description or Card Authorisation Code. 

Please Note!: if you have taken a cash or card payment there is an extra step you will need to take before being able to reconcile this payment to your real life statement entry. Please see the following guide for further instructions:

Reconciling Cash & Card Payments