You can record payments for any House Account directly from your Reports section. Use the steps below to enter the payment, allocate it to open orders, and generate a receipt.
Step 1. Open the House Accounts Report
In your Lovingly Account, go to Reports.
Select House Accounts.
You will see your full list of accounts on the left. Accounts with an outstanding balance will appear in the main panel.
Step 2. Open the Account and Select Collect Payment
Click the House Account you want to update.
In the top right corner, select Collect Payment.
This opens the payment entry screen where you can record the payment and allocate funds.
Step 3. Enter the Payment Details
At the top of the Payment page:
Choose the payment type (Cash or Check) from the dropdown menu.
Add any notes if needed.
Enter the total amount received from the customer.
Step 4. Allocate the Payment
In the Open Orders section, apply funds from the Unallocated Balance to specific orders.
If the account is paying in full, enter the exact amount for each order.
If partial payments are being made, apply amounts as needed.
The Unallocated Balance will update as you allocate funds.
Step 5. Process the Payment
When you are ready:
Select Process Payment at the bottom of the screen.
Choose the employee who accepted the payment.
If paying by cash, enter the amount tendered.
If paying by check, enter the check number.
Step 6. Review and Print or Email a Receipt
After processing, you will see:
Total amount received
Any change due (for cash payments)
Options to Print or Email a receipt
If you need assistance reviewing payments or updating House Account settings, the Lovingly Partner Success Team is here to help.