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.
- From AR/Cash, select Enter and edit transactions> Cash receipts.
- Click New.
- Enter the customer Id, or click the Find icon to select a value. You can also enter the Invoice Number.
- In the Check/CC field, enter the check number or credit card type, and press Tab.
- Enter the Payment Amount, and press Tab.
- 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.
- Click Save.