Accepting Payments for Deposit

When you receive payments from the customers, they record them in Aspire on the Payment screen.

Accepting a Payment with No Invoice

There can be situations in which they receive payment from a customer for which they have not created an invoice (i.e. a customer makes a deposit on a job or prepays for a season). 

To apply for a payment without an invoice, select New Payment from the Add New Icon in the Payments List Screen or from the Quick Menu in the Aspire Navigation Bar to display the Select Payment Account dialog. When dialog displays, select a Company or Contact.

Once you have selected a Company or Contact, they will be directed to the Payment screen.

You must enter values for all required fields. Since this payment is not being tied to a specific invoice, be sure to make any information available that you would want to be associated with the credit in the Payment Notes field. 

Once the note is saved, you are directed back to the screen from which they came.