Introduction

If a customer pays by check, bank transfer, or another method outside your POS, you can manually record that payment in XSite. This helps keep your records accurate and up to date.

Manual Input of Customer Payments in XSiteIO

1. From the side menu, go to ‘Price Book’, then click ‘Accounts’ > ‘Payments’.
2. Click the ‘Generate’ button to display the payment list.
3. In the top row (manual entry), enter the payment date under the ‘Date’ column.
4. Use the dropdown next to the date to select the customer name.
5. In the next dropdown, choose the invoice number that the payment should be applied to.
6. In the ‘Amount’ field, enter the amount paid.
7. Click the ‘Add’ button to save the payment.

Manual Input of Customer Payments in XSite Classic

1. In the side menu, go to ‘Accounts’ > ‘Payments’.
2. Scroll to the last row of the list to access the manual entry line.
3. Enter the payment date in the ‘Date of Payment’ field.
4. Use the dropdown to select the customer name.
5. Choose the invoice number the payment should be linked to.
6. Type the payment amount in the appropriate field.
7. Click the ‘Add’ button to complete the entry.