Management Tab – Transactions Payments in GuestPoint

32 - Management Tab - Transactions - Payments

 

Procedural Note 32

Management Tab – Transactions – Payments              

 Transactions Payments screen showing period selector and consolidated list of payments for the selected date range

            1. Select the period and this will provide a consolidated list of payments within that period (including any end of month or out of month disbursements).

            Add Record form with fields for entity, date, payment method, amount and details, and a Save button

            2. If you wish to add a payment (eg, outside of month end), press + Add Record(1). Here, you will be able to choose the entity (business, owner, or supplier) of which you would like to draw funds from(2). Choose the date, payment method and amount(3). Add any details for your reference(4) and

      press save(5).

       GuestPoint screen for step 2 showing a saved manual payment record in the Transactions Payments list