Recording Payments on Engagifii

1. 1. Click on Revenue

   

2. 2. Click on Transactions

   

3. 3. Search for your unpaid invoice and then click on Record Payment

   

4. 4. Enter a Payment Date and Time

   

5. 5. Enter a Payment Reference Number if applicable

   

6. 6. Enter the amount of the payment

   

7. 7. Select the Payment Method

   

8. 8. Enter amount to apply to this invoice

   

9. 9. If you set up a credit card processor with Engagifii, click proceed

   

10. 10. Enter credit card information

    

11. 11. Add any additional notes in the Memo field

    

12. 12. Click on Save