To trigger a quick payment from your end, navigate to the Client’s Accounting tab and click Quick Payment. You’ll be given two options:
Top up the Client’s balance: Adds funds to the Client’s account, which can be used for future Invoices. This generates a paid Credit Request.
Take a payment and generate an Invoice: Creates and immediately pays an Ad Hoc Charge. This is ideal for one-off fees such as registration costs or resources. It does not affect the Client’s balance.
Quick Payment menu.
When taking a Quick Payment, you'll be prompted to enter the amount, add a description, choose the payment method, and optionally send a confirmation email with a PDF receipt.
If taking a card payment, you can choose to use a saved card or enter a new one. Once submitted, the relevant Invoice or Credit Request will be automatically recorded against the Client’s balance.