Clients - Accounting tab
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      Accounting - Different methods to record your payments/invoices

      CM has enhanced the accessibility of payment methods to better suit your needs for recording payments. This includes various options such as checks, cash, credit cards, PayPal, gift certificates, Stripe, Square, Venmo, Zelle, and others.

      As soon as you receive payment from your client, make sure to promptly record payment it in the Accounting Tab to notify them that their payment has been received.

       

       

      Tip:

      There are different methods you can use to record your payment.

      • Click the dropdown 

      • Select the payment method that best suits you for recording your payment, including options like check, cash, credit card, PayPal, gift certificate, Stripe, Square, Venmo, Zelle, and other.