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How To – Take Payment In Sonar

Call comes in

  • Search account by account number, account name, or service address
    • Search field is in the top right corner
  • Verify account info – at least 2 of the following (Account Name, Billing Address, Physical Address, Phone Number, Account Number, Email Address)

Click Communications Tab => Call Logs => Start

  • Go to the Billing Tab
  • Go to Payment Method on left to verify card info (we can update card info here if it’s not correct)
  • Go to Transactions on left and click (+ Payment)
    • Select the desired card
    • Select Balance Due and confirm the amount is correct with the customer
      • Once verified press Create
    • Note what occurred in the call log and save it
Updated on October 21, 2021

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