Running one-time online payments against your invoices in LMN is very common practice for design build work. Follow the steps below to learn how you can run a quick one time online payment against your invoices in LMN.
- Navigate to Invoices > Invoice List
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Click open the invoice (must be Approved or Pending Payment Status)
💡Tip: Quick Action: Click the 3 dots next to the invoice and select Add Payment from the dropdown menu. -
Click the $ Add Payment button
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In this window, next to Payment Method click the open the dropdown menu. Your customer's payment method saved in the CRM will be reflected here at the top by default.
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If you did not see a credit card or ACH bank transfer saved in this dropdown, there was not a payment method saved in the CRM prior to invoicing. If that was the case, you would be prompted to either request a payment method through email from your customer or manually enter the credit card or ACH bank details on the go. If entered manually, they would be saved in the CRM for future use.
⚠️ Note that if you are running a credit card or ACH on behalf of the customer, the total down on the bottom right cannot be changed, and you will need to run the full amount. -
Once the preferred payment method is selected, click on Process Payment to collect the full amount.
Video: Adding One-Time Online Payments
To view a video tutorial about Adding One-Time Online Payments, click HERE
Need more help? Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864
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