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To enter payments for referrals

When you receive payments for referral services, you can enter them through the standard iMIS AR/Cash module as you would any other order. See the Learning and Using iMIS Accounts Receivable and Cash Receipts guide for more information.

  1. From AR/Cash, select Enter and edit transactions> Cash receipts.
  2. Click New.
  3. Enter the customer Id, or click the Find icon to select a value. You can also enter the Invoice Number.
  4. In the Check/CC field, enter the check number or credit card type, and press Tab.
  5. Enter the Payment Amount, and press Tab.
  6. Select one of the following transaction options:
    • To apply cash to an item, double-click on the item in the list and enter the amount to apply to the item in the Amt Paid field.
    • To partially apply cash to an item, select the line and enter the amount to apply to the item in the Amt Paid field.
  7. Click Save.

See Also

Processing Referral Orders

To create a referral order

To invoice referral orders


ASI logo 10.6 Production Release. Updated 10/5/2005 3:43:24 PM
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