Manual Payment Collection

Sometimes your customers owe you money, but they just don't have all of it, so you'll take a partial payment for now. For those cases, you can use the "Manual Collect" feature, which lets you collect their payment method on file for the amount you choose.

To add a payment manually, you will first locate the purchase. This can be done in 3 ways. 

1. Products > Purchases tab > Search for the customer > Locating the purchase via the purchase screen

2. Lists & Contacts > Contacts tab > Search for the person > Locate the purchased product via their contact screen

3. Products > Products tab > Locate the purchased product > Purchases tab > Search for the customer > Locate the purchase via the billing screen

• Once you have located the purchase scroll down to the Charges & Payments box and click on the Manual Collect... button
  
  

• Complete the payment information in the Manual Collect pop-up screen and click the Collect payment button to save
  
  
  

One word of caution, though: With great power comes great responsibility. Collecting this way won't automatically keep your invoices in sync, so you will probably end up in a situation where you haven't issued the invoices for the payments you've received. Just something to watch out for when you do your accounting. If that is the case, you will see a yellow warning similar to the below:

If you want to balance your accounting, you can click on Add a Charge to create a charge for the payment you just collected:

This will balance the purchase and create an invoice.