Receive Payments

This article will show you how to receive payments from customers. You will find this screen by going to the Accounting tab and selecting the Receive Payments option in the dropdown.

• Once you navigate to the Receive Payments screen from the Accounting menu, you will be able to search for a single customer or multiple customers at a time to see the payments to be received/recorded.

• You will also be able to search by a specific date range.
• Once you find the customer(s) you want to receive from, a module will appear that will allow you to:
  • Select a payment type (card, check, ACH, EFS, Haulpay)
  • Add a date
  • Assign a check number
  • Add a deposit reference number
  • Enter the amount the payment is for
  • Enter a processing fee (if applicable)
  • And most importantly, it will allow you to apply the payment to one or multiple shipments by checking them off on the screen and establishing an amount to apply to each of the selected shipments.
• If you have an Unapplied Amount remaining after applying a check to a shipment, you can check additional shipments to put that remaining balance towards another shipment's payment to be received.
• You will also have the option to import multiple payments in bulk by using our template available on the green button Import Payments module.
• 10 Key Selection can be used to quickly find a shipment's payment results when you enter a Shipment ID