Payers can now create payments without receiving an Invoice from the Payer first. On the Payment page click New Payment in the upper right hand corner of the screen.
Note: Creating a New Payment will not mark a previously generated invoice as paid. If you are looking to pay an Invoice that has already been sent you, read more here
- Provider
- If you are connected to multiple Providers click the drop down to select which Provider you would like to send a payment to
- Amount
- Enter in the amount you would like to send
- Payment Method
- Select the stored ACH or Credit Card you would like to use to make the payment
- Child Name
- If you would like to record a child associated with the payment select them from the drop down, otherwise the Provider can edit the payment and add more details after it has been sent
- Description
- Add any details you would like to include
- Billing Period
- Add a billing period associated with the payment if applicable
- Notes
- Add any additional information
- Save
- Send the payment to the Provider
