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Recording Payments

ProSelect can record payments made to a client order. Before recording any payments, be sure to set up your payment options. Go to the top menu, Order > Setup Payment Options.

From the Review Order window, click on the Payments button to view any payments made for the order. From here you can add, edit, or delete a payment. You also have the option of updating any payments made from a Studio Management System.

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  1. From the Review Order window. click on the Add button (you can also click the Add button from the Payments dialog).

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  2. Type in the date of the payment.

  3. Type in either an amount OR a percentage of the payment. For a percentage payment, type in the percentage in the box, then click the % button.

  4. Choose a method from the drop-down list. The list will match what you have set up in the Payment Options dialog.

  5. Type in any notes about the payment.

  6. Click Save.

Back in the Review Order window, the Paid amount will be listed under the Total.

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