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How to add money to Client Advance Payment

1. Navigate to Client Contact
2. Open Advance Payment tab

3. Choose ADD

4. When asked how you would like to create a payment, choose SQUARE.  

 

5. You will then be taken to a screen that allows you to enter the credit card details directly into CRM.

  • On the left, check the Allocation of funds - Regular for appointments, Course for group pre-payment

  • Check the site is also correct


     

  • On the right, choose the method of payment - card/cash/other (cheque)

  • Enter card details:

    • Card number

    • Expiry date - MM/YY

    • CVV - 3 digits on back of card

    • Enter amount to be added to ADV

  • Press PAY to complete

 

The money has now been added into the Advance Payments for the client to be used for any future payment.

 

 

Need more help?

Ask your Practice Lead or Supervisor.

Ask the Help Desk (Log a helpdesk ticket)

 

Keywords: invoice, invoicing, advance, Payment, money, credit card, phone, zoom, record, receipt