Trip Confirmation: How to Add Client Payments

Step 1. Navigate to the Financials tab on the Lead

Step 2. Click Add  Client Payment Prompt

Step 3. Add Client Payment to Lead - Information

3.a Status: 

Choose from the following:

Unpaid - Client Invoice has not been paid yet

Paid - A Client Invoice has been paid

Pending - A Client Invoice is in the process of being paid

System Admin: To add/edit Invoice Statuses. Follow steps in the Configure: How to Edit Basic Lists 

3.b Type

Choose from the following Client Payment Types:

Deposit - This is for partial payments, deposits, etc. 

Final - This is Final Payment. For trips with a deposit and an outstanding balance, fill out an invoice for the remaining balance, indicate it as the "Final" Pay Type and include the correct final pay date. 

Refund - If a refund is due, fill out all information and a negative balance in the Amount (USD) field (by using the - symbol)

System Admin: To add/edit Invoice Type. Follow steps in the Configure: How to Edit Basic Lists 

3.c Payment Method

Choose one of the following Payment Methods:

Credit Card - When a client makes a credit card payment

Wire - When a client makes a wire payment

Check - When a client makes a check payment

Cash - When a client makes a cash payment

Paypal - When a client makes a paypal payment

System Admin: To add/edit Payment Method. Follow steps in the Configure: How to Edit Basic Lists 

3.d Payment Date

Choose the appropriate pay date that the payment came through

3.e-f Payer First Name & Payer Last Name

Input First and Last name of payer as it appears on the payment

3.g Amount USD

Indicate the amount of the invoice. For every payment, create a new invoice so that the total invoices equal the total trip price. 

3.h Notes

These are internal notes that you can use to note payment information