How to Log a Payment

[Screenshot: The Log Payment popup showing all fields]

To log a payment, open any order and click the Log Payment button below the order details pricing card.

Filling in the payment

[Screenshot: The Log Payment form showing amount received, quick buttons, payment method, date, payer, and received note]

Amount Received is where you type the payment amount. You can type it manually or use the slider to adjust. Below the field you'll see quick buttons for 10% down, 20% down, 25% down, 50% down, or Full Balance.

Payment Method lets you select Cash, Check, Bank Transfer, or Card. When you select Check, the Received Note field opens automatically so you can add the check number.

Date Received lets you select the date the payment was received.

Payer shows who made the payment. The default value is the customer name.

Received Note is optional. Use this to note details like "customer paid cash on-site at the cemetery." This note is shown in the order overview and on the Receipt PDF.

Payment summary

[Screenshot: Payment summary on the right side showing order total, balance due, this payment, new total paid, and balance remaining]

On the right side you'll see a live Payment Summary that updates as you fill in the fields:

Order Total is the full price of the order.

Balance Due is what's currently owed.

This Payment shows what this specific payment will be.

New Total Paid shows the updated total after this payment.

Balance Remaining shows what will still be owed after this payment.

After saving

After you save the payment, the paid amount and balance due on the order automatically update. A receipt is automatically generated and saved under Notes & Files in the Financial Document category.

Learn more: What's on the Receipt PDF

Related articles:

• What the Order Overview Shows

• How to View and Download Documents

• What Happens When a Customer Overpays