Enter a Payment (Check Number #)

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.