The Payments tab on the Edit Account page displays records of all payments that have been received for an account and allows you to add a payment.
To add a payment to an account
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Click on the Payments tab on the Edit Account page.
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Click Add new payment... at the bottom of the grid.
The Add Payment page displays.
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Type the dollar amount of the payment in the Amount box.
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Click in the Payment Method box to select a form of payment.
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If the customer is paying by Credit Card, do one of the following:
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If the credit card has already been processed outside of ProClass select Credit Card.
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If the credit card should be processed online, via the ProClass System, select Online Credit Card, and then complete the Credit Card information.
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Click in the Post Date box to change the date the payment is to be posted.
The Post Date defaults to the current date.
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Click in the Reference Number box and type a reference number if needed.
This is an optional field but is useful for detailed record keeping.
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Click in the Memo field and type any necessary notes.
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Click the Save button when all information has been entered, and then apply the payment to open charges.
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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.
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Select the check box in the Pay column for the charges you want to apply payment to.
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Click in the Payment box to change the amount being applied if needed.
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Click Save when you have finished selecting outstanding charges.
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Click OK to confirm the transaction and close the Apply Payment dialog box.
The applied payment displays in the Transactions tab.
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Click Print Receipt to print a receipt for the payment.
To edit a payment
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Click on the Payments tab on the Edit Account page.
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Click the Edit button next to the payment you want to change.
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If the payment is applied to any transactions, you will first need to unapply the payment from each transaction.
- Once all transactions have been voided (payment has been unapplied), you do the following:
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Click in the Amount box to change the payment amount.
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Select a different form of payment in the Payment Method box.
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Click in the Post Date box to change the post date of the payment.
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Click the Save button when your changes are complete, and then apply the payment to open charges.
To delete a payment
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Click on the Payments tab on the Edit Account page.
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Click the Edit button next to the payment you want to delete.
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If the payment is applied to any transactions, you will first need to unapply the payment from each transaction.
- Once all transactions have been voided, click the Delete button at the top of the page.
WARNING: By deleting the payment you are removing it permanently from the system. There is no way to retrieve a deleted payment.