Paying with organization account balance

This article will detail how to charge the cost of a service or product sale to an organisation account instead of directly to the client.

Assign the client to the organisation

Steps

1. Navigate to the Clients menu
2. Search for the Client and select the Client's profile
3. From the Organisation drop down, select the organisation to add the client to 
4. Click Save

Charge the service/sale to the organisation

Steps

1. Navigate to the Booking or Sale Invoice
2. Click Pay Now
3. On the payment screen, next to Org. Account, click Charge Account link
4. Click Save Payment

5. To see the organisation's account balance at any time, select the organisation and scroll down to the Account Balance

   

6. Click on the history icon to see a full breakdown of the items that have been charged and any payments already made

7. To resolve an organisation's account charges, please refer to the Resolving an organization's account balance article.