In CoreBridge EVO you can record customer payments against open orders or invoices from the Accounting area, or take payment while viewing a specific order. This article describes both paths and how the payment screen differs from the legacy CoreBridge interface.
Customers may also submit payments through the Customer Portal when portal payments and processors are enabled in your environment.
Table of Contents
Recording Payments Through Accounting
In EVO, the standalone payment workflow lives under Accounting, not Sales. There is no separate Green Plus control; opening Payments takes you directly to the New Payment experience.
Navigate to Accounting / Payments.
1. On the New Payment page, select the Customer (required). This identifies which company account you are paying.
2. Select the Location (required).
3. After a customer is selected, the page loads open orders and invoices for that account. Use the on-screen lists and controls to choose what the payment should apply to and for how much. The Payment Summary shows Selected invoices total as you make selections.
Note: Until a customer is selected, helper text may indicate that you need to select a company to load open orders and invoices, and the Make Payment button stays disabled.
4. When the allocation is correct, click Make Payment.
5. In the payment processing view, choose a Payment Method and complete the fields required for that method (for example card details for a non-integrated card entry).
Note: Which methods appear depends on what your administrator has enabled under Settings / Accounting / Payment Methods.
6. Click Submit Payment to finish.
Taking Payment on an Order
Navigate to Sales / Orders and open the order you want to pay.
1. In the order summary, find the Balance area and click Pay. In EVO this button replaces the legacy Enter Payment label.
2. The Apply Payment dialog opens. The payment form itself loads inside an embedded Payment Processing frame and shows the customer, location or job context, order reference, and Balance Due.
3. Open the Payment Method menu and select how the customer is paying.
4. Enter or confirm the Payment Amount. The amount defaults to the balance due; change it when you need a partial payment.
5. Complete any additional fields shown for the selected method (for example Card Type, Card Last 4 Digits, Name on Card, or Payment Notes when using a manual card entry option). Available fields change with the method.
6. Review In-Store Credit Available when that section appears, if you plan to apply credit as part of the payment.
7. Click Submit Payment to post the payment, or Cancel to close without saving.