In this section, you will apply payments for outstanding items using the Enter and edit payments window directly from the Service Central menu. There are three different payment scenarios:
■ Applying a specified Pay Amount to all unpaid line items (full payment)
■ Applying a payment toward specific unpaid line items
■ Applying a payment to multiple unpaid line items using the Auto-apply button
To apply a specified payment amount to all unpaid items
1. From Manage customers, find a customer record.
2. From Service Central, select Process customer requests, and click Payment to open the Payment Entry window.
3. Click New.
4. Enter an Id and press Tab to populate the Payment Entry window, or click the lookup icon on the Id field to select a customer record.
5. Enter a check number or credit/debit card code in the Check/CC field and enter the required card information.
6. Enter a dollar amount equal to the Unpaid Balance and press Tab in the Pay Amount field. Notice the Pay Amount, Unapplied Amount, and Unpaid Balance fields are equal because no line items have been selected for payment.
7. Click the checkbox in the Pay column to select the line item(s) where payment will be applied.
8. Click Save to update the customer’s record with the payment.
To select open items for a payment
1. From Manage customers, find a customer record.
2. From Service Central, select Process customer requests, and click Payment to open the Payment Entry window.
3. Click New.
4. Enter an Id, or click the lookup icon on the Id field.
5. Enter a check number or credit/debit card code in the Check/CC field and enter the required card information. Do not enter any information in the Pay Amount field.
6. Click the checkbox in the Pay column for each line item that you want to select for payment.
Note: The Pay Amount field increases by the line item amount as you select each line item. If you select the wrong line item, click to deselect (uncheck) the checkbox.
7. Click Save.
To apply a payment to multiple items using Auto-apply
1. From Manage customers, find a customer record.
2. From Service Central, select Process customer requests, and click Payment to open the Payment Entry window.
3. Click New.
4. Enter an Id and press Tab to populate the Payment Entry window, or click the lookup icon on the Id field to select an ID.
5. Enter a check number or credit/debit card code in the Check/CC field and enter the required card information.
6. Enter the amount of the check in the Pay Amount field.
7. Click Auto-apply. The Pay Amount is applied to the oldest line items first. Open Dues (SUB) items have the highest priority.
Note: Auto-apply does not automatically select Fundraising items for payment, you must manually select them.
8. Click Save.