Customer Payment made to an individual account. For instructrions using Payment Batch, go to hamburger, Payments, Batches.
View a customer payment
Locate the customer payment in Transactions and click on view.
Create a customer payment
Go to customer account, Transactions, New Transaction, Payment.
Click on New Transaction, Payment.
Enter the payment information. Open Items are open invoices. Checking box(es) for Open Items is optional to apply payment. If no boxes are checked the payment will apply to the oldest invoice first.
Click on Save Payment and if you are ready, click on Post and select the date you want the payment to be posted to transactions.
Edit a customer payment (check and cash payment)
You may edit an unposted check or cash payment.
If the payment has been posted, go to hamburger Get Help and submit a ticket including the payment number and what you would like changed and FuelMor staff will make the change.
Edit or refund a customer payment (electronic payment)
Go to customer account, Transactions and click on view for the customer payment.
For an electronic payment that has been saved but not posted, click on Edit.
For an electronic payment that has been posted, click on Refund.
Print or email a customer payment receipt
Go to customer account, Transactions.
Locate the customer payment in Transactions and click on view, Receipt.
Move a customer payment
Go to customer account, Transactions.
Locate the posted customer payment in Transactions and click on view, Move.
Delete a customer payment
Go to customer account, Transactions.
Locate the customer payment in Transactions and click on view, Delete.