Navigate to the invoice for which you wish to see by clicking Invoicing in the black ribbon, or by going into the client and clicking the Invoicing tab.
Click the Action drop down on the invoice line and select Process Payment
*NOTE: This option only works if you are connected to Stripe within Firm360*
If your client calls and would like to make a payment over the phone, you are able to take their credit card information and process the payment here.
You will need:
- Credit Card Number
- Expiration Date (MM/YY)
- 3 digit CSV number
If the client would like you to save their card for future payments, please click the box by Save Card.
Process an ACH Payment
- Navigate to the client Invoices tab.
- Use the "Action" drop-down beside the invoice and choose Process Payment
- Click Save
OR the client Payments tab within the clients profile, click Process Payment, finally click Save
10. The ACH payment will then show as "ACH Pending." If an ACH Payment fails or does not go through- you will receive an e-mail notifying you of this if you are the Partner In Charge or Manager of the client.
11. The client will receive an email that looks like this:
Note: ACH payments takes up to 1 week for it to be available in your bank account. Please know that holidays can affect the estimated time.
Related to