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Adding a Payment

A payment contains the details of the payment or credit that will be applied to the account.

 

To add a payment:

 

1. Launch the Add Payment wizard by either:

 

 

2. The Add Payment wizard will launch with the following pages:

 

  • Payments - enter the payment details including amount, date, and deposit account.

 

  • Schedule Details - if payments were scheduled, such as post-dated payments and headchecks, review and edit the payments that will be created.

 

 

  • Receipt Info - review the payment distributions and receipts that will be created, and update advanced receipt information such as mailing address.

 

3. Click Finish  to save the payment or Finish & New to save the payment and add a new one. 

 

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