New Payment Window Changes
July 12, 2018
We’re making it easier to take payments!
Historically, when creating a new payment for a customer there have been four fields - two for payments and two for credits.
In order to make this process easier, we’re improving the layout of this window. Now, when you want to apply a payment to an account, there are two fields titled “Payment Type” and “Payment Amount”. Under “Payment Type”, there are payment types and credit types. This way, payments and credits cannot be applied at the same time, they must be applied as two separate transactions. You can see the new layout below:
This change will not only alleviate confusion and clean up your reports but will also make it possible to give partial refunds (coming soon to iClassPro).