Gigbuilder : Finance : Electronic Payments
Fig. A See Fig A. above. This view displays all electronic payments made using the virtual terminal. A "New Event", "New Task" and "New Appointment" button is also provided to create a new event, task, or appointment. Using the search bar along the top of each column will automatically limit ...
Where is the credit card number if a client/prospect makes an online payment?
Open a client/prospect folder. Click the "Accounting" tab. Locate the "Financial Notes" section. Make note of a payment date. Finance > Virtual Terminal > Electronic Payments - Locate the payment date from above. Click the payment date. A payment details screen will open containing the c ...
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