Posting Payments on a Billing Group

Full Billing Group and Partial Billing User Guide

In the Billing Group, click the Post Payment Button .

The Payment Type screen will appear.  You can post a payment to each individual invoice or to the Billing Group.

Individual

The Customer Payment screen appears.  Fill in all necessary information.  This payment will post to the CG listed at the top.

Billing Group

For Billing Group, the Multiple Invoice Payment screen appears.

Begin selecting invoices by single clicking the mouse in the far Left column on the screen or using the Tag button .

As invoices are selected, a running total is displayed.

In the lower portion of the screen, enter the detailed payment information:  select the check register and enter check number, comments, etc.  Enter the total payment amount in the appropriate field on the right side.  The total payment entered here should equal the total amount that is tagged above. 

When the payment information and all invoices and been tagged and they both equal, click the Distribute button . 

The last step is to actually post the payment.  Click the Post Payment button .  A receipt is created and the orders are removed from the Multiple Payment screen.