Introduction

XSite offers features for tracking and managing customer payments, providing a way to not only monitor recent payments made by your customers but also to manually record transactions that are not processed through your POS system. This function is great for tracking payments made through alternative methods, such as checks or bank transfers.

Manual Input of Customer Payments in XSiteIO

1. From the side menu, go to the ‘Price Book’ heading.
2. Click on ‘Accounts’, and then select ‘Payments’.
3. Click on the ‘Generate’ button to bring up a list of payments.
4. The top row is designated for manual entry. In the ‘Date’ column, enter the date on which the payment was received.
5. Use the adjacent drop-down menu to select the name of the customer who made the payment.
6. Next to the customer's name, choose the invoice number from another drop-down menu to which the payment should be applied.
7. In the ‘Amount’ field, input the total sum that the customer has paid.
8. After ensuring all details are accurate, finalize the entry by clicking the green ‘Add’ button.
    

 

 

Manual Input of Customer Payments in XSite Classic

1. In the side menu, click on the ‘Accounts’ tab, then choose ‘Payments’.
2. Navigate to the last row of the existing payment list to find the option to add a new payment.
3. In the row designated for manual entry, click on the ‘Date of Payment’ field, and enter the date on which the payment was received.
4. Use the adjacent drop-down menu to select the name of the customer who made the payment.
5. Next to the customer's name, choose the invoice number from another drop-down menu to which the payment should be applied.
6.  In the ‘Amount’ field, input the total sum that the customer has paid.
7. After ensuring all details are accurate, finalize the entry by clicking the blue ‘Add’ button.