financials

Posting a Payment-Type Transaction

Here we’ll cover posting a Payment-Type Transaction from the Financials: Transactions page. We’ll cover many facets of what is available, however depending on your business model, you may not use all the features listed or may utilize features differently. Feel free to skip sections that don’t apply, or re-purpose the functionality as you see fit.

Accounts – Financials Overview

The Financials tab of an account is where you can add claims, payments, costs, fees, and more. We’ll discuss the basics here.