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Processing List Payments

  1. From Service Central, select Enter and edit payments to open the Enter and edit payments window.
  2. Click New.
  3. Accept the default date or enter another value, and press Tab.
  4. Press Tab to populate the Enter and edit payments window. You can also click the Find on the Id field to select a company ID.

    Note: The difference between List Payments and List Accrual is that List Payments displays all of the customer names by the designated company ID whereas List Accrual displays only the purpose for the payment (Basic Membership Dues) and the Balance due for all customers with that designated company ID.

  5. Enter the Pay Amount.
  6. All line items are selected for payment. Click the Pay checkbox to deselect line items that may be paid at a later date.
  7. Click Save. Only the paid items display on the window.

See Also

Request and Payment Processing

Overview

Processing Orders and Event Registrations

Creating an Open Cash Dues Item for a New Customer

Processing Fund Raising Gifts and Pledges

Processing Payments

Applying a Credit Balance to a Specific Item

Applying a Credit Balance Using *TAB


ASI logo 10.6 Production Release. Updated 1/13/2006 10:43:22 AM
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