If your organization is selling any service or item, you can use Customer Sale Feature. You can receive your payments in check, cash, credit card etc

  • Go to Financials
  • Click Sales
  • Click Add Customer Sales


  • Select the right customer name
  • Select the Payment Method (it can be Cash, eCheck/ACH, Credit Card)
  • Select the Category
  • Please see "how to create payment category"
  • Update the Memo field
  • Enter Amount 
  • Click Save