Collect a single payment from an existing customer
There are two ways to collect a single (one-off) payment from an individual existing (authorised) customer:
Via the create payment button
- Click the Create payment button from the navigation menu on the left
- Click One-off payment and then on Existing customers
- Search for the customer or select them from the drop-down menu
- Enter the payment description and amount
- Choose the date you would like the payment to be collected
- Click Create payment
Via the customer record
- Click Customers or locate your customer via the search bar
- Select the customer
- Click One-off payment and select Collect via Direct Debit
- Enter the payment description and amount
- Choose the date you would like the payment to be collected
- Click Create payment