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Contents Page
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| Viewing the Payments |
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You can view the
payments on an account by selecting the Payment
folder in the left hand frame of the Account
Manager Screen.
The details of any payments applied to the
account will display in the bottom frame as
shown below. The payments can be sorted by
clicking on the column headers. |
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| Creating a Payment |
The Payment screen can be launched by clicking on the
NEW
button located at the top right hand side of the
Payments browse. You may leave this screen
at any time by clicking the "CANCEL" button.
The first setting you may define here is "Apply
To" where you will select the invoice you wish
to apply the payment to. Generally there
will be only one invoice.
By right clicking in the "Payment Code(?)" box
you will be able so select a system
payment code from the browse.
Enter the value of the payment in the "Payment
Amount" box. Minus values can also be
applied if required.
The "Payment Link" box is generally for
commercial accounts where there are more than
one invoice on an account. It allows you
to link a payment to another payment on a
separate invoice.
If the payment has been taken by a field
collector you may enter their id in the
"Collector ID (?)" box. |
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The following boxes
"Reference 1" and "Reference 2" are for you
to
enter reference details you may require for the
payment, such as a cheque number etc.
The date of the payment is defaulted to the
present date, however you can change this if
required. Just simply right click in the
"Payment Date (?)" box and select the date you
wish to apply to the payment.
If the date the payment was due is different
from the date the payment is being created you
can use this field to mark the date the payment
was due. Again right click in the "Payment
Due Date (?)" box and select the date you wish
to post.
The "Description" box can be used to enter a
small note on the payment.
Click on the "OK" button to save your changes. |
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| Updating / Deleting a
Payment |
You may update a
payment by double clicking on the payment
displayed on the Account Manager Screen or by selecting
the payment and clicking on the "UPDATE" button located
below the "NEW" button. All fields highlighted
above are editable in the update mode. Click on
the "OK" button to save your changes.
Simply delete the payment by clicking on the "DELETE"
button. |
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Contents Page
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