Raising new payments for a client is easy. When viewing a contact simply click the “Raise new payment” option and enter the amount and an optional description. The description will show up on the receipt which is emailed to the client. (“Raise new payment” is only available when there is billing details for that client)
Please note that payments are never automatically taken – you control when payments are made.
Refunding a payment is equally easy. Highlight the payment and click “Refund” option. You will then be prompted to enter the amount you wish to refund.