Record a Customer Payment


Bold Net Terms allows you to record payments from your customers directly within the app's admin. This is how you're able to keep track of how & when your customers have paid.

To record a payment from your customer, please follow these steps:

  1. From Shopify's admin, select Apps.

    Select Apps

  2. Select Bold Net Terms.

    Select Bold Net Terms

  3. Select Orders.

    Select Orders

  4. Select Record Payment beside the order you've received a payment for.

    Select Record Payment

  5. Select your payment method

    Note: "Additional Payment Methods" allows you to record payments you have received outside of your online store.

    Select Payment Methods

  6. Enter the Payment Amount.

    Enter Payment Amount

  7. Enter any Notes (optional).

    Enter Notes

  8. Select Process Payment.

    Note: Select Add payment method and repeat Steps 5 - 7 if you have additional payments to record.

    Select Process Payment

That's it!

Next Steps:

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