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Definition: What is it?

This sub menu allows the creation of a payment that is automatically applied to the billing account.

What is it used for?

It is used when a payment has been received from a customer that is used to pay off the balance (or part balance) of a billing account.

An example of how this works is similar to a credit card statement where a list of transactions have been incurred over the previous month and one payment is used to settle the outstanding balance.

What's on the screen?

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How do I add a payment to a billing account?

Example: To add a payment to a billing account

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NOTE: The total amount of the payment will be applied to the Billing Account. This can be verified by going to Accounting / Payments menu and locating the newly created payment.  The 'Amount to Apply' column will be zero.

How do I update a payment for a billing account?

A payment can be updated for a billing account by amending the amount of the payment that has been applied to the billing account. For example if a payment of $100 has been applied to a billing account it can be amended so that only $75 will be applied and $25 will be available to be applied elsewhere.

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1. Click on the 'Payment Id' of the payment that needs to be removed
2. The 'Payment Overview' screen is displayed
3. Press the 'Update' button in the 'Payments Applied' box
4. The 'Payment Applications' screen is displayed
5. Locate the 'Billing Account Id' and 'Amount Applied'
6. Amend the 'Amount Applied' for the billing account
7. Press the 'Update' button next to the entry that refers to the 'Billing Account Id'
8. A message will be displayed saying that the payment has been removed from the billing account

How do I delete a payment from a billing account?

A payment can be removed from billing account by removing the link that has applied the payment to the billing account.

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