Payments

  • Delete Payments

    The software allows deletion of payments to address errors made by internal users.   Delete Payment Security The ability to delete payments is cont...

  • Add Payments

    You can add payments to orders, invoices, and accounts/contacts. There are different implications when applying payments to the different areas so ...

  • Add Payments to Multiple Orders

    When there are several orders paid with one payment but the orders are not yet invoiced: Click the Service Orders link from the Main Menu. The Ser...

  • Changing the Account for a Payment

    If a payment has been made on an order (and therefore the bill-to account is assigned as the payment account) and the bill-to account on the order ...

  • Processing a Single Payment for Two Different Customer Invoices

    It is possible to apply a single payment to two different customer invoices.  For example, a holdings company has sent a check to pay for 2 invoice...

  • Move Payments

    Moving a payment to a different order or event is different depending on if your organization uses the General Accounting & Analysis (GL) module or...

  • Reprinting a Payment Receipt

    To reprint a payment receipt, follow the below steps: 1.  From the Global Navigation Bar, click the Events button. 2.  On the Events screen, sele...

  • Processing a Check Returned Due to Insufficient Funds (NSF)

    When a check has been returned due to insufficient funds (NSF), you can charge the return check charge to the customer.  To do this, you will first...

  • Applying a Deposit After Original Invoice has been Voided

    When an invoice has been generated incorrectly, the invoice can be voided.  Follow the below steps to apply the deposit from the voided invoice to ...

  • Charge Now Process for Credit Cards

    The Charge Now process allows you to charge a credit card that is saved for an order or bill-to account as a default credit card. You can perform t...

  • Deposits vs. Payments

    Receivable transaction types are used to differentiate the different types of cash and non-cash transactions that can be applied to orders, invoice...