Getting paid is essential for any small business. Keeping track of what has and has not been paid can almost be a full-time job in itself.
WinWeb makes it simple to keep a record of the payments you receive when invoicing customers using our software. To do this:
1. Login to your account as usual and visit the Invoicing section, either by clicking the icon at the top of the console or selecting it through the START button.
2. In the Invoicing module, use the START button to select the ‘Customers’ option and this will open your Customer List.
3. Here you can choose the customer you are receiving payment from and hover over the ‘Action’ icon to select ‘Receive Payment’ from the dropdown box.
4. In the new window, select the invoice that has been paid by entering the correct amount into the ‘Payment’ column. You can also enter the ‘Payment Method’ and ‘Payment Details’.
When you have finished, click the ‘Save Payment’ button and because of WinWeb software integration it will automatically be stored in your Accounting or Bookkeeping module and the customer records will also be updated in Cloud CRM.
Should you have any questions or require any assistance contact Customer Care