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 (Dollar Sign) icon.

5. Amount: Input the amount to be charged.

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

   • Charge New Credit Card

     • Amount: Enter the amount to be charged.

     • Toggle whether you would like the customer to receive an email receipt.

     • Enter the payment information and click Save Payment.

       • Open

         

   • Charge New ACH

     • For new ACH accounts, ask the customer to authorize their bank account. Links will be provided that can be sent to the customer. One link will alllow the customer to authorize their bank account, and the other will allow them to make a payment directly.

       • Open

         

7. 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

NOTE: Before refunding an ACH or Check via ACH, please confirm a minimum of 10 business days have passed since the payment was made.