Make a Simple Payment
The Simple Payment is designed to:
1. obtain the name of the payer
2. Select the item(s) the payer would like to apply the payment to
3. Enter payment information.
Navigate to 'Financials > Process Payment > Simple'
Enter the name of the person or company making the payment. To pull up the person/company, enter the name or national identifier for the person. Optionally, if it is tracked in the system then you can also enter the Social Security number of the person in order to find them.
Click on the 'Proceed' button
The interface provides basic demographic information on the member or company
In addition, it also allows the staff user to select line items (on current orders) to pay for. Select the appropriate line items and enter the payment information.
When complete, click on 'Submit & Finish' or 'Submit & Repeat'
'Submit & Finish' will forward you to the process for generating a receipt. 'Submit & Repeat' will allow you to enter another consecutive payment.