ML Schedules™ Software gives District Admin, Users with Permission to Send Invoices and the ability to mark invoices as paid.
There are two options for receiving a payment for an invoice.
Option 1: Using the Open Invoices page and searching on the Invoice ID number
Option 2: Using the Receive Payment page and searching on the Group name or User name.
Option 1: Using the Open Invoices page and searching on the Invoice ID number
1. Select Invoices > Open Invoices
2. Search on the Invoice ID number at the top of the page.
3. Select the Magnifying Glass () to view the Invoice details page.
4. Select the Actions button then press Receive Payment.
5. Enter the Payment Type, Method, Amount, and any additional notes. Select the Receive Payment button to complete the payment.
Note: You can attach a file to the payment, which will display under the Invoice for viewing purposes. If a file gets attached, it can be deleted only by the person who uploaded it. If the file has any special characters they will be re-formatted.
Note: If you receive payment on an invoice with requests that are On Hold. If the Invoice is paid in full, those requests will automatically be moved to Approved.
6. You can Edit the payment by clicking the pencil icon button.
Note: Admins can modify the payment received date now if needed.
Option 2: Using the Receive Payment page and searching on the Group name or User name.
1. Select Payments > Receive Payment
2. Search on the Group Name or User Name you would like to receive a payment for.
3. Select the Method and any additional notes regarding the payment.
4. Select the checkbox next to the Invoice (s) that you would like to receive a payment for.
5. If you would like to add attachments to the payments be sure to click the "Attachment" button before selecting receive payment in step 6.
6. Select the Recieve Payment button to complete the payment.
Note: If you receive payment on an invoice with requests that are On Hold. If the Invoice is paid in full those requests will automatically be moved to Approved.
If you need to make any adjustments to an invoice, please review this article: Edit an Invoice
Payment Received Email Examples for users.
1. Partial Payment
Note: If there is a partial payment, it will tell you how much was paid, and how much is remaining on the balance.
2. Paid in Full
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