How to add a Payment in Radio Workflow

Accessing the Balances menu

1. Log in to your Radio Workflow account.
2. Click on the + icon in the main top navigation bar.
3. Choose Payment.

Entering payment information

1. In the "Add Payment" window, select the account you would like to apply the payment to from the drop-down menu.
2. Choose the payment date by clicking on the calendar icon and selecting the desired date.
3. Enter the amount of the payment in the "Amount" field.
4. Select the currency type from the "Currency" drop-down menu. This will typically be your local currency.
5. Input the transaction ID or check number in the "Transaction ID" field, if applicable.
6. From the "Payment Method" drop-down menu, choose the method by which the payment was made (e.g., check, QuickBooks payment, Stripe, PayPal, cash, credit card, adjustment, money order, trade, etc.).

Applying the payment to an invoice or debit note

1. In this section, you can select the invoice or debit note to which you would like to apply the payment. Click on the checkbox next to the corresponding invoice or debit note.

2. If you have any remaining balance, you can choose to apply it to another invoice by selecting an additional checkbox. If you leave the remaining balance unselected, it will create a credit note in the system that can be applied to an invoice at a later date.

Saving the payment

1. After selecting the invoice(s) or debit note(s) to apply the payment to, click on the "Create" button. This will save the payment in the system.