Add Payment Companies
This function allows users to apply a single check payment across multiple client registrations when a company is designated as the payer.
Payments can be applied from:
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Bill payment transactions (Course payment method)
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Invoices using Invoice B or Invoice C payment methods
This function does not display for Invoice A payment methods.
Only check payments are supported. This feature is intended to make entering payments easier and faster when one check covers multiple invoices.
Navigation
Main Menu > Companies
Applies To: Enterprise · Plus · Basic
Steps to Add a Company Payment
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Navigate to Companies from the main menu.
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Locate and open the desired company record.
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From the Actions menu, select Add Payment.
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Enter the Check Amount.
This should be the total amount of the check received. -
Select the invoices to be paid by checking the box next to each invoice.
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If the check amount exceeds the total of the selected invoices, select a Surplus Invoice where the remaining balance should be applied.
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Review the Amount Paid values.
These default to the full amount due but can be adjusted if partial payments are needed. -
Click Next to continue.
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Enter the Check Number.
This field is required. -
(Optional) Select a Cashier Facility.
This value applies to all payments in the transaction. -
Review the payment details and click Next.
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On the confirmation screen, verify all information and click Submit to complete the payment.
Notes & Limitations
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This feature is available only when the company is the payer
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Invoice A payment methods are not supported
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Check payments only
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Any surplus amount must be applied to a selected invoice