This video will cover the important parts of receiving a payment. It will guide you through accessing and navigating the main sections: the invoice, the receive payment action, and entering the payment details.
Best Suited for:
- Service Fusion Payments administrators
- Back Office users participating in financial management activities
Key Components:
- The invoice screen - understand the invoice to which the payment should be attributed. Learn how to efficiently receive a payment using the gateway in the back office.
- The invoice dashboard - provides a comprehensive overview of all invoices, allowing you to segment by unpaid or paid.
- The payments dashboard - showcases all completed transactions, enabling users to filter by various payment characteristics.
Video Summary:
Learn how to receive an invoice payment in Service Fusion. Beginning in the invoice screen we show how to enter in new payment information or to select existing payment information that is stored within customers' profiles. We provide a comprehensive overview from initiation to completion, outlining the various fields of information and illustrating how the payments received reflect on the invoice and job within Service Fusion.
This may vary slightly based upon processor.