Take Payment Menu Overview

Take Payment Menu Overview

Take Payment Menu Overview

Take Payment menu reveals the following;
  1. Shows all unpaid invoices in your system from Service Management
  2. POS transaction
  3. Customers account
  4. invoices manually entered into your Accounting system.
Users can search by customer, which will show all their unpaid invoices or via the invoice number.
(Instructional video also included below for easy reference) 

This will allow you to pay off one or multiple invoices and then reconcile the payment within your Accounting system.

    • Related Articles

    • History Menu Overview

      History Menu Overview The following features are available in the History Menu; Search all purchase history details via invoice number or Customer Name Import new invoice/s created in Service Management and Financial Systems Review previous closed ...
    • Claim'd Dashboard Overview

      Claim'd Dashboard Overview Claim'd dashboard menu items: Claims This is where you can raise a new claim with a supplier, or review any previous claims. Suppliers Here you are able to view suppliers that are linked to your account, or add a new one. ...
    • How to Take a Payment on Behalf of Your Customer

      If your account is set up with a Virtual Terminal, you will have access to the Payment Gateway which allows you to take card payments through your Spenda account using your customer's card details.  You can take a payment on behalf of your customer ...
    • Transaction Queue Screen Overview

      Transaction Queue Screen Overview The Transaction Queue Screen is broken into 3 main parts,  Requires Attention Ready to Post Posted Requires Attention: This menu should part of a daily routine to be checked. A. Invoices will be shown in this screen ...
    • Overview of the "Data Manager" Screen

      Overview of the "Data Manager" Screen The Data Manager screen allows searching for data in more granular detail.  (Instructional video included below) Select the platform followed by the Data Type and Sync Status. Once narrowed down, using the search ...