Receipt Payment Method Options

Receipt Payment Method Options

When creating a receipt there are a few different options you can select in the Payment Method options. See below and reasons you may use those options. This is helpful if an agency does a hard close on their month. If you are wanting to write off bad debt from a client as an example. You can simply create a receipt and notate the reason you need to designate the left over balance. 

                  


  1. Access Payer Invoicing Menu>Accounting>Payer Invoicing
  1. Select a billing period and access the Manage Receipts option under the Actions to create a receipt.


  1. Select the Create Receipt option in the bottom right corner to create a receipt. 
      

  1. When creating the receipt different options for a payment method can be used for the following reasons:
                  Cash - if the payment was made by cash.
                  Check - if the payment was made by a check.
                  Card - if the payment was made by using a card
                  ACH - if the payment was made using a checking or savings account number.
                  Late Return - used when a client's payment was denied or returned. You will the option for inputting a negative amount in the payment amount area. This will then show a balance that is due because of                   that late return. NOTE: Future release
                  Write Off - used when you are wanting to zero out the balance. 
                  Other - any other option you may have taken in for a payment.

  1. Click save in the receipt and then you will the balance is zeroed out or applied the payment. 


  1. This will carry over onto the Account Statement report. Menu>Accounting>Reports Account Statement report. 








      

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