Make a Direct Payment

The Simple Payment is designed to: 1. obtain the name of the payer, 2. Enter payment information, and 3. Select the item(s) the payer would like to apply the payment to

Navigate to 'Financials > Process Payment > Direct'

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 tracked in the system, you can also enter the social security number of the person as well.

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 tracked in the system, you can also enter the social security number of the person as well.

Click on the 'Proceed' button

Click on the 'Proceed' button

In addition to seeing basic demographic information about the person/company, the interface allows the staff user to first enter payment information, then select line items (on current orders) to pay for.

In addition to seeing basic demographic information about the person/company, the interface allows the staff user to first enter payment information, then select line items (on current orders) to pay for.

Select specific line items to apply the payment against

Select specific line items to apply the payment against

When complete, click on 'Submit & Finish' or 'Submit & Repeat'

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.