When you are setting up a new policy for Manual Product, on the 'Finalize the payment details' page you will have the option to select Manual payment.

Manual payments are offered as an option so that you can create a payment schedule and accept other forms of payment like cash or cheque or e transfer.

 

As soon as you have completed the 'Finalize the payment details' page, you will be transferred to the customer details screen in bond, where you can complete the manual payment transaction.  

 

 

• From the Customer Details screen, the Payments are on the bottom right, shown here:

 

 

 

 

• As shown in the above image, you can select the 3 dots icon (Action) to process the payment manually.  
• Once that icon opens a menu of payment options is available. Typically, Hold, Write off or Pay.  Shown here:

 

• To process a payment, you have received from your customer - select Pay.
• You will open a new tab asking for payment method (Cash, Cheque, E Transfer) and payment date and you will fill in those fields and Submit to complete the process of applying a manual payment.
• The status of the payment will change from Unpaid to Paid, like here:

 

• You can also note that the Action (3 dots) icon is gone. This is because the payment has been made and therefore cannot be processed again (no action required!)

 

 

 

Hold: If you want to put a hold on a payment to stop it from going through the payment processor (not for manual payments) See Article : 'Payment Action Buttons' for more on this process. 

Write Off: Used to write a payment off in bond - See Article : 'Write offs (Payments in bond)' for this process.

Pay: Select to process a payment you have received in your office.

 

If you want to change all payment dates or frequency or payment type - See Article : 'How to change payment dates'.