The Quick Pay tool allows you to quickly invoice and record a payment for the full fee of a Fee-For-Service Service Event.
You can use Quick Pay to process payment for the current Service Event as well as another event in the same Service File whose date falls within 30 days of the current date.
INVOICE AND RECORD PAYMENT FOR THE FULL FEE OF A SERVICE USING QUICK PAY
ABOUT QUICK PAY
The Quick Pay tool enables you to quickly invoice and record payment for the full fee of a Fee-For-Service Service Event. You can use Quick Pay to process payment for the current Service Event as well as another event in the same Service File whose date falls within 30 days of the current date.
STEP 1
To open the Quick Pay feature, complete one of the following options: From the Service Event page, in the Links sidebar, click Quick Pay.
From the Agency Events page, next to the applicable Service Event, click Quick Pay
STEP 2a
In the Pay section, choose one of the following options:
• To pay for the current event, click This Event.
• To pay for another event within 30 days of the current date, click Other Event.
Note: If the Service Event is still in booked status, you will be applying a PrePayment, and you must later resolve attendance and invoice the event.
STEP 2b
If you chose Other Event, select which Service Event you would like to pay the full fee for.
Note: If the Service Event is still in booked status, you will be applying a PrePayment, and you must later resolve attendance and invoice the event.
STEP 3
From the Bill To drop-down, select which individual is paying for the event.
It should be noted that the names that display here are the names chosen as the FFS Individual. For more names to appear, you must have Split Fee enabled on the Service File level's Billing Information section.
STEP 4
In the Payment Details section, complete the following fields:
1. From the Reason drop-down, select which method of payment the individual is using.
2. In the Transaction Date field, confirm or modify the date of payment.
3. If applicable, in the Check/Cheque No. field, type the check/cheque number.
4. In the Description field, type any additional information about the payment if desired.
5. If applicable, from the Received by Site drop-down, confirm or modify the Site receiving payment.
6. If applicable, from the Add to Deposit drop-down, choose which deposit the payment should be added to.
7. To print a receipt for the client, click the Print Receipt option.
8. To print an invoice for the client, click the Print Invoice option.
STEP 5 Click Save
