LogoLogo
Web PortalContact Support
  • Fast-Weigh Knowledge Base
  • Tutorials
    • Tutorials Overview
    • Logging in for the First Time
    • Navigating the Web Portal
    • Using the Ticket Query
    • Generating Reports
    • Using the Ticketing App
  • How To Guides
    • How To Guides Overview
    • How to Create New Records
      • Creating New Web Portal Users
      • Creating Tax Codes
      • Creating Billing Terms and Modes
      • Creating a New Customer
      • Creating a New Product
      • Creating a New Pricing Template
      • Creating a New Truck
      • Creating a New Hauler
      • Creating New Orders
      • Creating Invoices
      • Creating Payments
      • Creating Statements
      • Creating Hauler Pay Statement
      • Creating a New Region
      • Creating a New Location
      • Creating a New Yard
    • How to Update Pricing
      • Changing Order Product Pricing
      • Bulk Updating Open Order Pricing
    • How to Import Tickets
    • How to Edit Tickets
      • Edit via Ticket Query
      • Edit via Ticket Bulk Edit
    • How to Edit an Invoice
      • Cash Type
      • Charge Type
    • How to Track Inventory
  • References
    • New Pricing Tools
    • References Overview
    • Web Portal
      • Home
      • Load-Out
        • Dashboard
        • In-Yard
        • History
      • Tickets
        • Ticket Query
        • Delivery Query
        • Ticket Entry
        • Ticket Import
        • Ticket Bulk Edit
      • Quotes
        • Dashboard
        • Quotes
        • Projects
      • Orders
        • Orders
        • Status Update
        • Jobs & Phases
        • Haul Zones
      • Inventory
        • Inventory
        • Dashboard
      • Trucks
        • Assignment
        • Trucks
        • Haulers
        • Truck Bulk Edit
      • Dispatch
        • Requests
          • Dispatching Ticket Types
        • Drivers
        • Live Tracking
        • Tracking Query
        • Request Import
      • Billing/AR
        • Billing
        • Balance Dashboard
        • New Payment
        • Invoice / Payment Query
        • Payment Export
        • Customer Credit
      • Hauler Pay
        • Truck Adjustments
        • Statements
        • Setup
      • Reporting
        • Running Reports
          • Default Reports
        • Scheduled Reports
        • Analytics
        • Custom Reports
      • Resources
        • Customer
        • Products
        • Locations
        • Billing
          • Tax Codes
          • Pay Terms
          • Price Adjustments
          • Freight Matrix
          • Ship To
          • Invoice Adjustment Types
          • Customer Payment Information
          • Pay To User Assignment
        • Truck Types
        • Salespeople
        • Inspectors
      • Account and Administration
        • User Administration
        • Portal Settings
        • User Defined Fields
        • Devices
        • API Information
        • Import Format
        • Accounting Periods
        • Email Bounce Report
        • Related Accounts
      • Roles And Responsibilities
    • Ticketing App
      • Setup
      • Application
        • Ticketing
        • Trucks
        • Customers
        • Orders
        • Reports
        • History
        • Portal
        • Settings
    • New Ticketing App
      • Setup
        • Logging In and Device Setup
      • Application
        • Server Settings
          • Manage Devices
        • Lanes & Ticketing
        • Dashboard
        • Trucks
        • In-Yard
        • Customers
        • Orders
        • Requests
        • Payments
        • History
    • Mobile App
      • Setup
        • Mobile Ticketing App
        • Mobile Dispatching App
        • Mobile Printer Setup
      • Ticketing Mode
      • Haul Mode
      • POD Mode
      • Printing
        • Star Micronics
    • Management App
      • Setup
      • Application
    • API Documentation
    • GraphQL Documentation
      • Reporting with GraphQL
    • Accounting Interfaces
      • Quickbooks Online
      • Quickbooks Desktop
      • Spectrum
      • Vista Viewpoint
      • Sage
      • Net Suite
    • Integrations
      • Avalara
      • HaulHub
      • Fast-Weigh Ticket Integrator
    • Hardware
      • Scale House Check List
      • IP Cameras
      • Moxa NPort 5110
      • Web Switch
      • TagMaster CT45
      • External IP Addresses
      • Tegaur Kiosk
      • I&E Kiosk (Legacy)
      • Bluetooth Printers
    • Loader App
      • Setup
  • FAQs and Best Practices
    • Frequently Asked Questions
      • Can I integrate Fast-Weigh with my Accounting Software?
      • What is Fast-Weigh’s NTEP CC #?
      • Can I import ticket data via CSV?
      • Does the web portal adjust based on Time Zones?
      • Why does changing the pricing template not update my orders?
      • Can I connect cameras to the ticketing app?
      • Can I connect my scale to the ticketing app?
      • What are the required computer specs to run Fast-Weigh
      • How do I get a custom report created?
      • Why does cash ticket pricing not behave like charge tickets?
      • Why does my E-Ticket look different than my archived ticket?
      • Can I export any of my data?
      • How do I fix an unsynced record?
      • How do I reset my password?
      • Where can I submit a feature request?
      • Does every customer need an order?
      • Do Ticket Numbers have to be unique?
      • Can Fast-Weigh do inbound ticketing?
      • Why are my requested custom ticket changes not showing on my tickets?
    • Best Practices
      • Security and Administration
      • Order Management
      • Product Pricing
      • Tax Code Defaults
      • Setting up a New Device
Powered by GitBook
LogoLogo
On this page
  • How to Create Invoices within New Payments
  • How to Create a New Payment
Export as PDF
  1. How To Guides
  2. How to Create New Records

Creating Payments

With the Fast-Weigh AR & Payments module, you can handle invoice payments directly through the Fast-Weigh Web Portal via Cash, Credit, or ACH.

Last updated 1 year ago

How to Create Invoices within New Payments

Tickets must be on an invoice in order to collect a payment. This article covers adding tickets to an invoice from the New Payment screen first. If your tickets are already on an invoice, skip to step to the next section ()

  1. Navigate to "Billing" > "New Payment"

  1. Navigate to the Tickets tab

  1. Select the Region and Customer, then click [Refresh]

  1. Select the tickets you want to invoice. Ensure the invoice distribution and invoice date are correct, then click [Create Invoice]

  1. This will automatically navigate to the Invoices tab and select the invoice(s) generated

How to Create a New Payment

  1. If you don't already have the invoice(s) selected. Select the Region and Customer, then click [Refresh] and select the invoice(s)

  1. Select the Payment Method being used, ensure that the amount is correct and click the [Create Payment] button

How to Create a New Payment
This will provide a list of all tickets that have not been invoiced for this customer.