Add Payment Companies

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.