Ready to post that payment to a customer account? Let's go!
1) From your Company Dashboard, go to tab for PAYMENTS.
Note: You can also go directly to a specific customer, then Invoices & Payments.
2) Next, you'll see the screen below which shows the option to ADD NEW PAYMENT to the left of the screen, and PREVIOUS PAYMENTS that have been posted to the right.
3) Click on ADD NEW PAYMENT and the pop-up window below appears.
Just enter the information in the required fields, choose an action at the bottom of the screen, and you're all set!
Be sure to check out our other Help Pages and our YouTube Channel with over 100 videos and tutorials!
Here's the link: https://www.youtube.com/@Paythepoolman
If you have any other question or need further assistance you can reach out to our Support Team at support@paythepoolman.com or (951) 234 5166.
Office hours: Mon-Fri 8AM to 4PM EST| 5AM to 1PM PST
Have a nice day!