Use the Make a Payment dialog box to enter a customer's payment and to add new payment methods.
| Field | Description |
|---|---|
| Bill Unit | For accounts with multiple bill units, select a bill unit. If an account has only one bill unit, the field does not appear. |
| Use a different payment method | Select if you want to change the payment method. |
| Payment method | If multiple payment methods are available, select a payment method. If you selected Use a different payment method, select a new payment method option.
For a new payment method, new fields appear for you to enter the details. |
| Amount | Enter the payment amount. |
| Select a reason | Select the reason that most closely matches the situation. |
| Notes | (Optional) Enter notes. |
| Continue to manually allocate | Click to save and allocate the payment. |
| Save | Click to make the payment without allocating the payment. You can allocate the payment later. |