In a FileAssure record

1. Click the Issue Receipt button near the bottom of the page

2. Select the service location that client is making the payment at

3. Enter the total dollar amount paid in Payment Amount

4. Type the name of the individual making the payment in Payment Made From

Under the Options heading

5. Select how the payment was made

a. Cheque: Enter the cheque number

b. Cash: Enter the number of bills and coins received

c. Other: Credit card, debit card, etc

Under the Post heading

6. Select whether it will be posted to Ascend or Holding

7. If the client has a payment plan setup in FileAssure, you can choose to select the last checkbox so that it will be added as non-EFT payment to the recurring payment plan