Apply a Payment Towards a Client's Balance

To post a payment towards a Client's balance:

1. Go to Clients > Current Clients and click on the Client record.

2. Go to the Financials tab.

3. Click the Post Payment button.

   

4. Select the Service Date, the Amount of the payment, the Posting Date, and ensure Debit is selected.

5. Add any Additional Info notations.

6. Click + Add and then Save at the top of the page.