Entering Charges & Payments for a Single Account

There are a couple of different methods that may be used to enter a charge, payment, or a combination of both for an individual account. This article will give you step by step instructions on each method.

Entering a Charge:

• Use the search function or the account list to select the needed account.
• Click Charge at the top of the page.
• Enter the date you wish to appear on the charge.
• Use the Charge Code menu to select the Charge.
• If needed, edit the description by clicking and typing the description field.
• The amount may be changed by clicking and re-entering it in the Amount field.
• Click the Enter Charge button.
• The new charge should now appear under existing charges.
• You may now use the links at the bottom to navigate to the appropriate account page.

Entering a Payment:

• Use the search function or the account list to select the needed account.
• Click Payment at the top of the page.
• Enter the date that you want to appear on the payment.
• Use the Type menu to select from Cash, Check, Credit Card, or Other.
• Enter a reference or reference number if needed.
• Edit the description by clicking and typing in the Description field.
• Enter the Amount of the payment.
• Click the Enter Payment button.*
• Once the payment is entered you will be directed the Apply Payment screen.
• Apply the payment to the appropriate charge.
• Use the links at the bottom to navigate back to the account or click Home at the top of the screen.

*The enter payment button will not be activated until a payment amount is entered and you use the tab key or use your mouse to click onto some other portion of the screen.

Entering Charge + Payment:

• Use the search function or the account list to select the needed account.
• Click Charge + Payment at the top of the page.
• Enter the date of the charge.
• Choose the charge type and make any edits to the description and amount.
• Enter a Payment Date.
• Use the Type menu to select from Cash, Check, Credit Card, or Other.
• Enter the reference, description, and amount.
• Click the enter payment button.
• You will receive a pop-up indicating the charge & payment were successful and giving you the option to print or email the customer a receipt.