There are a couple of different methods that may be used to enter a charge, payment, or a combination of both for an individual account. This article will give you step-by-step instructions on each method.
Entering a Charge:
Use the search function or the account list to select the needed account.
Click Charge at the left of the page.
Use the pull-down menu to select charge kind.
Enter the date you wish to appear on the charge.
Use the Charge Code menu to select the Charge.
If needed, edit the description by clicking and typing the description field.
Select if the charge can be payable online.
The amount may be changed by clicking and re-entering it in the Amount field.
Click the Enter Charge button.
The new charge should now appear under existing charges
Entering a Payment:
Use the search function or the account list to select the needed account.
Click Payment at the left of the page.
Enter the date that you want to appear on the payment.
Use the Type menu to select from Cash, Check, Credit Card, or Other.
Enter a reference or reference number if needed.
Edit the description by clicking and typing in the Description field.
Enter the Amount of the payment.
Click the Enter Payment button.*
Once the payment is entered you will be directed the Apply Payment screen.
Apply the payment to the appropriate charge.
Click the arrow to the right of the charge to determine if you want to apply the entire or partial payment to the charge.
Entering Charge + Payment:
Use the search function or the account list to select the needed account.
Click Charge + Payment at the left of the page.
Enter the date of the charge.
Choose the charge type and make any edits to the description and amount.
Enter a Payment Date.
Use the Type menu to select from Cash, Check, Credit Card, or Other.
Enter the reference, description, and amount.
Click the enter payment button.
You will receive a pop-up indicating the charge & payment were successful and giving you the option to print or email the customer a receipt.