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Enter a Payment (Check Number #)
How to enter a payment in arborgold (check, credit card, other)
How to Enter a Payment in Arborgold
This article will guide you through the process of logging a payment in the AR tab.
Step 1: Navigate to the AR tab on the left side of your screen and click on Payments.
Step 2: Look up the customer using either the invoice number or the customer's name. In this example, we're looking up Jane Doe.
Step 3: Move to the Invoices and Finance Charges section on the right side of your screen.
Step 4: Check the box next to the invoice. It'll automatically show the total amount remaining on the invoice, but you're free to change this if necessary.
Step 5: Choose your payment type. If you're logging a check, input the check number.
If you're charging a credit card, proceed to the Credit Card option.
Step 6: Ensure the online mode is activated. (Offline mode just records the transaction if processed outside of Arborgold)
Step 7: Choose the stored card on file or click Enter Card Information.
Step 8: The system will ask if you want to save the payment method for the customer. Enter your card information in the provided fields.
Step 9: Click the green Enter Payment button.
For demonstration purposes, we'll switch to offline mode to show you how to process a card without actually charging it.
Step 10: Click Enter Payment again. You'll see the successful payment in the Daily transaction summary at the bottom of your screen.