LifeSafer Payments 101- Prepayments

When processing a payment you will follow steps 1-5 above. But instead of exiting out of the mock invoice, you will add the amount that the client needs to pay in the Credit Card Payment Amount box.

Once you click on Save Invoice and make credit card payment You should be taken to this screen. This is where you will ask the client for their credit card information.

Once you’ve put all the required credit card information in you will process the payment. You should be taken back to the Account History tab. If you are not taken back to the Account History tab you may need to refresh the page or search the account again. The payment that you just processed should appear as a credit on the account.

Tip: A credit will have parenthesis around the amount ex. ($134.55)