Add a Manual Payment to an Invoice with Fiserv & Payrix

Record any payments you collect yourself (like check or cash) directly on the invoice in LMN. You can apply a single payment to just one invoice or split that payment across multiple invoices.

Add a Manual Payment to an Invoice:

From the Invoice List (One Time Payment)

From the Payment Screen (One Payment Across Multiple Invoices)

🎥 Video: Add a Manual Payment to an Invoice

 

From the Invoice List (One Time Payment)

  1. To apply a payment from the Invoice screen navigate to: Invoices > Invoice List
  2. Select the Invoice you wish to apply a payment to.
    💡Tip: Quick Action: Click the 3 dots next to the invoice and select Add Payment from the dropdown menu.
    ⚠️ Note: Invoices need to be in Pending, Approved or Exported status to apply a payment 
  3. At the top of the page, click $ Add Payment
  4. In this window, enter the Payment # (e.g. check number), Payment Date and Payment Method from the dropdown menu. The list of options that appear here are directly pulled from payment methods added to your Payment Settings. TIP: To manually run an online payment from this screen for your customer, click here  to get started with LMN Pay
    💡See more information in chart below. 
  5. Select the invoice you are applying a payment to
  6. When finished, click either Export to QB or Save & Close 
    💡Tip: If this payment was added to QB first, click Set to Exported

The fields you can enter here (in the picture above) are as follows:

Payment Type
  • Will be pre-selected as Manual Payment - this is because you are processing via Admin
  • If your customer paid via Customer portal, the payment type would be Online/ Portal Payment
Payment # If you have a specific numbering system for payments, you can enter this manually  (e.g. transaction # or check #)
Payment Date The day you received the payment
Payment Method This drop-down will feature any payment methods you have created in Payment Settings. Have LMN Pay? Utilize the Request or Add a Payment Method  button from the payment modal. Requesting a payment method generates an email that will be sent to the client, allowing them to input their data to be saved in the CRM for future charges. Adding a credit card number manually will also save in the CRM for future use.
Notes
  • If you have any notes related to this payment, add it here (e.g. partial or full payment, check or cash, etc.)
  • This section has a character limit of 1000 characters
  • This section does not export to QuickBooks
Invoice #
  • This will give you a drop-down of any unpaid Invoices for this job site
  • Select the Invoice you wish to pay for -  Note: If your customer wishes to pay for multiple invoices at once, you can repeat steps to combine any unpaid Invoices for this job site
  • If your customer is not paying for an existing invoice, and you just want to process a deposit payment, you can select Deposit/ No Invoice.
Invoice Date, Invoice Amount & Invoice Balance ⚠️ These fields come over from the Invoice selected. These fields cannot be edited
Payment Amount
  • This field will carry over from your Invoice Amount
  • If your customer is only paying a portion of the Invoice, you can edit the payment amount by clicking on it and typing in the value they will be paying
  • If the Invoice you selected was selected in error, you can use the trashcan icon to remove the line

 

From the Payment Screen (One Payment Across Multiple Invoices)

This screen will show you a list of all payments that have been added to your account. This includes manual payments (e.g. check or cash) and online payments processed through LMN Pay.

💡Tip: This is a best practice when applying one payment across multiple invoices

  1. To apply a payment from the Payments screen navigate to: Invoices > Payments
  2. Click the + New button in the top right corner
  3. Search for your customer you wish to apply the payment to and click Select.
  4. This will then allow you to select the Jobsite for that client.
    ⚠️ Note: If you selected incorrectly, click the Change button to choose again.
  5. Once Customer is confirmed, click the Add Payment button
  6. Fill in the following fields:
    1. Payment # - Enter in the check or transaction number
    2. Payment Date - This reflects the day you received that payment
    3. Payment Method - Select the method of payment from dropdown list (common methods for manual payments are check, cash and direct deposit). The list of options that appear here are directly pulled from payment methods added to your Payment Settings.
      💡For a more in-depth breakdown of the Payment screen fields, see the table at the bottom of this article.
  7. To add one payment to multiple invoices, select the next + Invoice Payment button and choose the next invoice from the drop down option (only open invoices will appear here for you to choose)
  8.  When finished, click either Export to QB or Save & Close 
    💡 Tip: If this payment was added to QB first, click Set to Exported 

✅ This Manual Payment will appear as one payment in the job and on your Payments List to be exported to QuickBooks. The QuickBooks sync tool will send the appropriate payment to the correct invoices in QuickBooks automatically.

Payment Page Fields

For a more in-depth breakdown of the fields you can enter on the Payment page are as follows:

Payment Type
  • Will be pre-selected as Manual Payment - this is because you are processing via Admin
  • If your customer paid via Customer portal, the payment type would be Online/ Portal Payment
Payment # If you have a specific numbering system for payments, you can enter this manually
Payment Date Will default to today's date - you have the ability to change this if you wanted to back-date
Payment Method This drop-down will feature any payment methods you have created. Request or Add a Payment Method from clients from the payment modal. Requesting the payment method generates an email that will be sent to the client, allowing them to input their data in the customer portal to be saved for future charges. See steps above.
Notes
  • If you have any notes related to this payment, add it here
  • This section has a character limit of 1000 characters
Invoice #
  • This will give you a drop-down of any unpaid Invoices for this job site
  • Select the Invoice you wish to pay for -  Note: If your customer wishes to pay for multiple invoices at once, you can repeat steps to combine any unpaid Invoices for this job site
  • If your customer is not paying for an existing invoice, and you just want to process a deposit payment, you can select Deposit/ No Invoice.
Invoice Date, Invoice Amount & Invoice Balance ⚠️ These fields come over from the Invoice selected. These fields cannot be edited
Payment Amount
  • This field will carry over from your Invoice Amount
  • If your customer is only paying a portion of the Invoice, you can edit the payment amount by clicking on it and typing in the value they will be paying
  • If the Invoice you selected was selected in error, you can use the trashcan icon to remove the line

 

Video: Add a Manual Payment to an Invoice

To view a video tutorial about Add a Manual Payment to an Invoice, 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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