Client Payments

Client payments are entered into Gensolve Practice Manager using the Debtor Payment Received window.

This includes part payments and refunds (which are simply payments for a negative amount).

Watch the tutorials below to learn more about how payments are made:

1.  Simple Payment : this tutorial shows how to select a client and enter a simple payment.
2.  Payment Refund : this tutorial shows how to select a client and enter a client refund.
3.  Partial Payment : this tutorial shows how to enter a partial payment from a client or debtor.
4.  Overpayment : this tutorial shows how to select a client and enter a client overpayment. This is used when the client pays more than the amount due.
5.  Use a Previous Overpayment : this tutorial shows how to enter a client payment using a previous overpayment. This is useful when a previous overpayment will pay for all or some of the balance due.