Select the customer from the list and click on edit on the action column.
Once on quote module, open the Payment tab. Here it will display a list of ALL payments made
and due.
If payment day, method and amount are correct, select
account to be deposited from the list and click on Capture. You can enter a reference and a comment.
IMPORTANT!! Once a payment is selected as CAPTURED, you will not be able to make any modifications or edit the information.
If the information is not accurate click on the “editâ€
button that is next to Capture. Edit the payment information
and once you are done you can either Save or Capture the payment.
IMPORTANT! If you adjust the amount on a payment, you will be required to adjust all of the future payments, so the addition of the payments adds to 100%.Â