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