Navigate to Financials > Process Payment > Direct.
Enter the name of the person or company making the payment. To pull up the person/company, enter the name or national identifier for the person. Optionally, if it is tracked in the system, you can also enter the social security number of the person as well.
Click on the Proceed button.
In addition to seeing basic demographic information about the person/company, the interface allows the staff user to first enter payment information, then select line items (on current orders) to pay for.
Select specific line items to apply the payment to.
When complete, click on the Submit & Finish or Submit & Repeat. Submit & Finish will forward you to the process for generating a receipt, Submit & Repeat will allow you to enter another (consecutive) payment.
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