To create Payment
1. From the
Create men
2. Then under
Financial navigation bar, click
Payment.
The Select Account pop-up displays…
3. Type at least 3 characters to begin searching for the name of the
Account.
4. Select the name of the
Account you want to add a new payment.
5. Click
Continue button to open the Add Payment page.
6. Type the dollar amount of the payment in the
Amount text box.
7. In the
Payment Method selection, choose a
Payment Method type.
If the customer is paying by
Credit Card, do one of the following:
a. If the credit card has already been processed outside of ProClass select Manual Credit Card.
b. If the credit card should be processed online, via the ProClass System, select Online Credit Card, and then complete the Credit Card information.
8. Click in the
Post Date text box to change the date the payment is to be posted.
The Post Date defaults to the current date.
9. Enter
Reference Number, if needed.
This is an optional field but is useful for detailed record keeping.
10. Click in the
Memo field and type any necessary notes.
11. Click the
Save button when all information has been entered, and then apply the payment to open charges.
a. Click Apply Payment to open the Apply Payment dialog box.
The Apply Payment dialog box contains a grid that displays all of the current open charges for the account.
b. Select the check box in the Pay column for the charges you want to apply payment to.
c. Click in the Payment text box to change the amount being applied if needed.
d. Click Save when you have finished selecting outstanding charges.
e. Click OK to confirm the transaction and close the Apply Payment dialog box.
12. The applied payment displays in the
Transactions tab.
13. Click
Print Receipt to print a receipt for the payment.