Overview
Payments can be created in two main ways:
Directly from Outstanding Tickets
From within a Customer Account
Create Payment via Outstanding Tickets
To create a payment directly from a ticket:
Hover over Modules and navigate to the relevant Outstanding Tickets page (e.g. Materials, RMC, Hazardous, Skips).
Locate the ticket you wish to create the payment against.
Right-click on the ticket.
Hover over Payments and click Make Payment.
A pop-up will appear with a drop-down to select the Payment Type.
Enter any relevant payment details.
Click Take Payment or Create Payment, depending on the selected payment type.
Create Payment via Account
To create a payment from a customer account:
Hover over Customers and click Accounts.
View the account you wish to create the payment against.
Go to the Payments tab.
Click Create New Payment.
Follow steps 5β7 from the ticket-based method above.
