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- Click on Relationships
- Click on Payments
- Click on New
- Leave the date or overwrite the date. For Customer Payments ensure that the date is the date on the Bank Statement or the date you received it.
- Select a Customer Card Id
- Enter the Value of the Payment received
- Select the correct Tender Method
- Enter a Description
- Click on Finalise.
- Clicking On Finalise for a Payment will only Finalise the Payment. You will May need need to Allocate this payment later on.
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