Processing customer payments efficiently is essential for smooth business operations. PRO Software provides multiple options for handling payments, including cash, ACH, check, and credit card transactions. Follow this guide to properly register and process payments.
Steps to Take a Payment
- Navigate to Sales > Customers
- From the PRO Software home screen, click Sales.
- In the top bar, click Orders > Customers.
- Find the Customer’s Invoice
- Search for the customer’s name or use List View to Filter/Group invoices.
- Open the Payment Processing Window
- Click Action > Register Payments.
- A new window will open.
- Enter Payment Details
- Amount: Enter the payment amount.
- Payment Journal: Select Cash, Bank, or Processor.
- Payment Type: Choose Batch or Deposit, depending on the invoices being paid.
- Validate the Payment
- Click Validate to finalize the transaction.
📌 Tip: Payments can be processed individually or in bulk, depending on the customer’s preference.
Processing Different Payment Types
Check, ACH, & Cash Payments
- Select one or multiple invoices for payment.
- Follow the steps above for registering the payment.
Credit Card Payments
- Click Action > Charge Card.
- A new window will open.
- Select the customer’s saved credit card (if available).
- Click Charge Card to complete the process.
📌 Tip: PRO Software allows multiple credit cards per customer and even per site location, making it easy to handle split payments.
Final Thoughts
Using PRO Software’s payment system ensures fast, secure, and accurate payment processing. Whether customers pay individually, in bulk, or through multiple payment methods, the system is designed to handle all transactions efficiently.