Previous Topic

Next Topic

To enter a billing payment

  1. From Billing, select Enter and edit payments to open the Enter and edit payments window.
  2. Click New.
  3. (Optional) Override the Transaction Date, if necessary.
  4. Enter the customer ID. If you do not know the customer ID, select the lookup icon in the ID field to look up the customer in the database. The window displays any line items associated with the customer ID and the total outstanding balance.
  5. Enter the Source Code that prompted this payment and press Tab.
  6. Enter the check number or credit/debit card code and press Tab. For credit/debit cards, enter the required card information.
  7. Enter the amount of the payment in the Pay Amount field and press Tab.

    The payment amount is applied automatically to each open line item, beginning with the main customer dues product. As full payment is applied to a line item, the Paid Thru date field advances to the end of the bill term or beyond.

    Note: Complimentary or zero dollar items can be denoted by an asterisk (*) on the Enter and edit payments window. The Paid Thru date advancement for complimentary billing items billed through Create Invoice follows the rule established by the billing cycle that is selected on the Process billing window. To update the Paid Thru date for zero dollar items, double-click the line item.

  8. Click Save. Verify that the payment information is updated on the Billing tab.

See Also

Entering a Full Payment

To apply payment to a different line item


ASI logo 10.5 Production Release. Updated 11/16/2005 6:40:41 PM
Copyright © by Advanced Solutions International, Inc. All rights reserved.