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To leave underpayment balances in Billing

If a partial payment is received, the unpaid balance appears in the Total Balance field, the Paid Thru date is not advanced, and the residual balance continues to be tracked as an open item in the Billing module. Since the Paid Thru date is not advanced, the remaining balance will print on subsequent Reminder Notices until full payment is received.

Note: The remaining balances that print on Reminder Notices for billings with partial payments do not include VOL products.

  1. From Billing, select Enter and edit payments. The Enter and edit payments window opens.
  2. Click New.
  3. Tab to the ID field and enter the customer ID.
  4. Press Tab.
  5. Enter the check number or credit/debit card type in the Check/CC field. For credit/debit cards, enter the required card information.
  6. Enter the amount of the actual payment in the Pay Amount field. iMIS automatically applies the amount paid to the open line items until the amount paid has been fully applied. In the following example, the balance due was $115 and we entered a $50 payment.
  7. Click Save.

For more information on Paid Thru dates, see Overriding the Paid Thru Date.

See Also

Entering a Partial Payment

To transfer underpayment balances to AR

To adjust residual balances


ASI logo 10.5 Production Release. Updated 11/16/2005 6:43:27 PM
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