How to enable one-off payments:
- Navigate to Organisation setup > Accounting and billing
- Tick ‘Allow one-off payments’
- Select the payment provider to use
- Select whether you would like one-off payments to collect automatically once requested
- Click ‘Save’
Note: If your organisation is registered with more than one payment provider, you will need to select one payment provider for all ad hoc payments to be collected with.
How to request a one-off payment:
From the Contacts page
- Navigate to Contact management > Contacts
- Select the contact(s) you wish to request payment from to by ticking the checkboxes by names
- You can use the left sidebar to filter by group or product
- When contacts are selected, the left sidebar will show actions that can be performed
- Click ‘Manage’ then ‘Request’ one-off payment
From the contact record
- Search for a contact and click their name
- Click ‘Actions’ from the top-left of the contact record
- Click ‘Request payment’
- Select ‘Ad hoc payment’ then provide a description for the payment and the value to request
- Alternatively, choose an existing ‘Money’ product to request payment for
- Click ‘Preview changes’
- From here you can select any payments to make changes
- ‘Edit final cost’ – if any need to be charged a different amount
- ‘Edit date the invoice is generated’ – if you wish this to be charged at a later date
- ‘Remove contact’ – if one of the contacts doesn’t need to be charged after all
- Once you’re happy with the payment(s), click ‘Process’ to finish
