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
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