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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.

 

EnterCharge

 

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.

 

EnterPayment

 

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.

 

C+P

 

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.

 

8 responses to “Entering Charges & Payments for a Single Account

  1. What if a customer wants to pay by credit card but does not want there credit card entered into the program. How do we process? Do we type in and swipe and then remove?

    1. Correct. You can simply swipe or enter the card number. Unless you check the box to “save for later use” the card number will not be stored.

  2. How can a customer make a partial payment to a given charge without me having to do it for them on my side? For example, 25% downpayment on a charge for their costumes?

  3. Is there a multiplier for purchases/i.e.4 recital tickets or do I have to enter each one or do the tabulation myself?

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