Payments
The Payments screen provides a filterable list of all the payments in the system.
Depending on your rights, you can use the icons in the last column to review, reverse, record a returned check or email a payment receipt to the consumer. (If you want to review an account, click the Account ID to go to the Work Screen for that account.)
When you view a Payment, you can use the buttons at the top to email a receipt, reverse a payment or record a returned check.
Payment Batches
Use the Batch button at the top of the Payments page to kick off recording a batch of payments. The system will ask you to input the number of payments, total dollar amound and total expenses in your batch.
When you click Save, the system switches into payment batch mode. You will be taken to the batch summary screen, which shows you all the payments in your batch and includes an End Batch button to use when you complete your batch entries.
When you look up an account in payment batch mode, rather than taking you to the Work Screen, the system will take you to teh Batch Payment screen. On the left is the account summary and a list of Debts and Cosigners, if this is a debtor account. On the right are input fields to input the payment, and a Save button. Below that are the ledgers for the account.
Enter the payment information and click Save. When you look up the next account, the system will summarize your batch, including a sub-total of your payments compared to the original batch amount you specified. Once you have entered all your payments (and the amounts match your orignal input), the summary will turn green.
Click the Batch Summary link in the operations menu at upper right for a summary of all the batches in the system. Currently active batches will be highlighted in green. Click the eyeball icon to see all the payments in the batch. Click the envelope to email an excel spreadsheet will all the payments in your batch to the paymentProcessing email set in your system parameters.
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