1. From the Dashboard, click Take Payment.

2. Search for and select the client you would like to record the payment for, or add a new client.

3. Select the service or product you are recording a payment for, or type in a custom service or product.

4. Confirm the amount is correct, or enter the amount manually.

5. Confirm the date paid is correct.

6. Choose the Payment Method from the drop down list.

7. Add a reference, if desired.

8. Choose whether or not to send a receipt to the client via email.

9. Choose whether or not to issue an invoice for the payment.

10. Click on SAVE