Enter an EFT Transaction

If a customer has one or more credit cards or bank accounts on file, you may enter an EFT payment from the customer record.  There are two methods of how to begin the entry of the EFT for an invoice; these are described as options A and B below. O...

If a customer want to make a partial payment to an invoice, or if you are taking a deposit for a job but the job record has not yet been created, the EFT must be setup to use unapplied cash. Once the transaction settles, you may then manually apply ...

If a customer is making a payment for a Job Deposit, the job record must already be created to use this method.  If the job has not yet been created, you must use the Unapplied Cash method. 1.  Open the Customer record for which you want to enter t...

This option is used when you want to allocate a payment to a specific G/L account number.  Situations where you may want to use this option: Customer is paying a late fee only and you want to allocate to your late fee income G/L account. Customer...