Receiving Payments in Invoice Management

Payments in Invoice Management can be documented manually, or received directly by enabling Payment Processing. 

Receiving Payments

Receiving Payments

1. On the web portal, go to Tools > Invoice Management.
2. Open the Invoices tab.
3. Click Receive Payment in the Actions on an invoice with an outstanding balance.
4. Fill in the information. Required fields are marked with an asterisk (*).
   • Payment Method* - Cash, check, credit card, or bank.
   • Payment Mode* - Auto, online, or offline.
   • Payment Date* - When the payment was submitted.
5. In the table, click the checkbox on any invoice that's being paid. Multiple lines can be selected.
6. Enter the paid value in the Payment Amount field.
7. Click Save to confirm.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.