Book a Payment while Viewing an Account

How to book a cash, check or other payment received outside of BillMax using the BillMax Staff Portal while viewing an Account.

  1. View the Account.
  2. Select Payment > Book Payment Received from the Context Menu.
  3. Choose the Payment Information To Use.
  4. Enter the Amount. The default is the total amount owed by the customer.
  5. Fill in any other relevant data. Most of the time the defaults may be accepted.
  6. Make sure that the appropriate Debits under Allocations are selected if the Amount was changed,
  7. Click one of the Save buttons depending on your needs.