.png)
Applying Payments for Single Contacts, Related Contacts, or Multiple Unrelated Contacts
Staff members can apply payments (cash, check, credit card) to a contact record from the contact's Billing tab. Payments can be done to a single contact, to related contacts and to multiple unrelated contacts. Single Contact From the Contact's Billing tab (e.g. ABC Company's Billing tab) * Enter Payment (check…
Billing Video Tutorials
Webinars * Setting Up Billing (45 minutes) Handout * Daily Billing Activities (45 minutes) Handout * Managing Membership Dues Billing (51 minutes) Handout The Basics Billing - Initial Setup * Setup your Chart of Accounts * Import Chart of Accounts * Setting up Fee Items * View and Update I…
