Back to: Payments Overview
To add a payment in CommuSoft go to the job and click on the green plus icon next to the word Payments:
Select the bank account the payment will be going into from the drop down menu.
Select a method of payment from the drop down menu:
Add a description for the payment.
If required, add a reference number for example a cheque number.
Select a date that the money clears if required. Otherwise it will default to today.
Finally, enter a payment amount. This field will auto fill the total due. Click Save.