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While most people make their regular payments online, sometimes people just want to pick up the phone and make a payment directly, or even visit your office and pay you in person with cash or cheque. In this lesson, we'll explain how to take manual payments, no matter how rare. So let's get started by bringing up a contact's profile. Here you will see the financial tab.

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Now this tab will only be displayed if you have the SwiftFox Finance feature. Scroll down to the receipts table. Here you will see the full transaction history of your contact. To add a new payment to the receipts list, simply select make a payment. In the draw select the way you want the payment to be recorded and select the payment amount.

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You can also add any comment about this payment if required. You can change the date this payment is recorded as being taken, which is often helpful for recording payments made at events held previously. A receipt number is automatically generated. However, you can also change this number if required. Now select the payment method that was used for the payment.

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All payment methods are supported including cash, cheque, statement and credit card. If taking payment by credit card, you will need to first ensure the card is set up as a payment source. It will then appear on your list. Once you have selected your method, select submit and now your payment will appear in the transactions table. So there you have it.

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You now understand how to take a manual payment from your contact in SwiftFox. Be sure to check out all of our other videos in the finance series. To get right across all of the financial features that SwiftFox has to offer.

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