This function allows a user to add multiple payment transactions from existing Bill payment transactions (Course payment method) or Invoices (Invoice B and Invoice C payment methods) when the company is tagged as the payer. (The function does not display for Invoice A payment method.) The objective of the function is to make entering payments from a company easier and faster when a single check is received as payment but the check covers multiple client registrations. Check payments are the only payment type supported in this function.
Navigation:
Main Menu > Companies
Applies To: Enterprise Plus Basic
Details
- Go to the view mode of the company desired.
- Click the Add Payments button.
- Enter the check number. Required field.
- Select the cashier location, if desired.
- Enter the amounts being paid. The values will display the amounts due by default.
- Click the Next button to continue.
- Confirm the submission values. If correct, click Submit to complete. If not correct, click Back to make corrections.