Marking a Payment

When you click Mark Payment to an invoice, you are presented with a version of the invoice with a grey action box. For nearly all cases, you can successfully complete all action within this box.

If the client has sent payment...

If a payment has been received from the client (in the form of Check, Wire Transfer, Cash, or some other form) you will want to make sure the radio button is set to Received Payment. Select the form in which the client has paid, notate the Payment Number (ie Check #, Wire Transfer ID, etc...).

If the client has paid the invoice in full, simply check the option stating Invoice Paid in Full. All values will be automatically filled in and greyed out. If a partial payment has been received, make sure the Invoice Paid in Full is unchecked and enter the paid amount into the Total Payment Received box. Ubersmith will then take that amount and automatically apply the payment to as many outstanding services as it can. If you wish to manually choose which services the payment is applied to, you may edit the amounts in the Amount Paid column within the invoice. Once you have verified the Total Payment Received amount, press the Submit Payment button to Mark the Payment.

If you wish to Process the Credit Card now...

If you wish to charge the credit card now for the invoice, you will want to make sure the radio button is set to Process Credit Card Now. The credit card and expiration date on file will be shown if present. Otherwise, you can add a new credit card to the system.

If the client wishes to pay the invoice in full, simply check the option stating Invoice Paid in Full. All values will be automatically filled in and greyed out. If they wish to process a partial payment, make sure the Invoice Paid in Full is unchecked and enter the paid amount into the Total Payment Received box. Ubersmith will then take that amount and automatically apply the payment to as many outstanding services as it can. If you wish to manually choose which services the payment is applied to, you may edit the amounts in the Amount Paid column within the invoice. Once you have verified the Total Payment Received amount, press the Submit Payment button to process the credit card and Mark Payment on the invoice.  If the charge is declined for any reason, the system will not record the payment.  The reason for the decline will be displayed in the main Ubersmith window.

To leave the Mark Payment page at any time and discard any changes, press the Cancel button in the grey action box. No payments will be applied.