How to receive a payment on an invoice

1. Sign in to a PlayerFirst website.

2. Find and select the invoice that the payment will be applied to.

3. Click the Receive Payment icon, .

4. Type: Leave the type as Process Now in order to process the payment immediately.

5. Method: Select Charge New Credit Card, Charge New ACH, Check, Cash, or an existing Payment Method as required.

   • Charge New Credit Card

     • Amount: Enter the amount to be charged.

     • Enter the payment information.

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

     • Click Save Payment.

   • Charge New ACH

     • Admin cannot currently add new ACH payment methods. The customer must authorize their bank account with authorization link or can make an ACH payment on their invoice with the direct payment link.

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   • Check

     • Amount: Enter the amount to be charged.

     • Description: Check descriptions should always include the check number.

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

     • Click Save Payment.

     • If the amount to be charged exceeds the check amount due on the invoice, you can allocate the extra money to one of the existing line items. This may happen in two instances…

       • The check includes the check fee, which is not yet a line item on the invoice. The allocation should look like the below screenshot, where more money is allocated to the line item than there should be. Once you click save, everything will allocate correctly.

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       • The check includes an overpayment, which will be converted into a credit. The allocation should look like the below screenshot, where more money is allocated to the line item than there should be. Once you click save, you’ll be able to convert the overpayment to a credit.

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   • Cash

     • Amount: Enter the amount to be charged.

     • Click Save Payment.

   • Existing Payment Method

     • Select one of the available payment methods. Credit cards are usually shown with the last 4 digits of the card number and an expiration date. ACH methods are usually shown with just the last 4 digits of the account number.

     • Amount: Enter the amount to be charged.

     • Click Save Payment.

6. New payment methods are saved to PlayerFirst once charged and will appear as an existing payment method the next time you want to Receive Payment or Schedule Payment.

NOTE: Before refunding an ACH, please confirm the initial payment has cleared. This may involve waiting up to 10 business days after the initial payment was made.