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How to Receive a Payment on an Invoice

How to Receive a Payment on an Invoice

  1. Sign in to a PlayerFirst website.

  2. On the left navigation, click Sales > Invoices.

  3. Find and select an invoice belonging to the account you want to add a payment method to.

  4. Click the Receive Payment icon.

  5. Amount: Input the amount to be charged.

  6. Method: Select Charge New Credit Card or Charge New ACH as required.

  7. Enter the payment information and click Save Payment

  8. The payment method will be charged and after the page refreshes should appear as a payment option under both the Receive Payment and Schedule Payment links

 

ACH charges are much like checks and can come back with non-sufficient funds after they appear to be electronically approved. The initial approval process only validates that the bank account and routing number is available.

 

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