Record a Payment - Individual Payments Per Customer

Created: 3/17/2017

Recording payments in Unit Trac is simple and there are two options: 

1) An Individual Payment Per Customer - Record a Payment (shown below)
2) Payments for Multiple Customers at once - Batch Payment Recording (click here to see this help article)

Individual Payment Per Customer

Select 'Record a Payment' from the Actions, or the Customers Menu

Customer Record A Payment Customer Menu Record a Payment

Enter the Payment Amount, Date (defaults to current date, but can be modified), and Payment Method and click 'Save'

-If there is an outstanding invoice item the customer owes for, Unit Trac will default to distributing the payment out to the oldest items due first, but that allocation can be changed on this screen as needed.ur needs. 

-Unit Trac will also propose paid through date based on the information entered, but this can be modified as needed. 

 

 

 

Click here for best practices for accurate recording keeping and tips for checking for mistakes.

 

Now the Payment is Recorded. Easy.

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