- Open up the job for which you'd like to process a payment for
- Click the Payments tab
- Click the blue '+' in the upper right-hand corner
- Select the appropriate payment type in the dropdown menu. The options that you have are: ACH, Credit Card, Cash Check and On Account. Please note that administrators are able to create custom 3rd party payment options. You can see that HERE
- If you select Cash, Check or On Account, the only information you will need to enter in is the Payment Amount and Approval Date.
- If you select ACH (Live Processing), you will have a series of prompts to complete the payment. To learn what those prompts are, click HERE.
- Similar to ACH, Credit Card (Live Processing) will also have additional information that will need to be entered in. To see what additional information will be needed, click HERE.
- When you have all of the required fields filled out, click Add in the lower right-hand corner.
- You can review the payment, and it will show on the Payments screen.
If you need to refund a payment, learn how HERE.