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control_-_how_do_i_..._post_a_payment [2019/01/27 11:28] |
control_-_how_do_i_..._post_a_payment [2019/01/27 11:28] (current) |
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+ | ====== Question ====== | ||
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+ | How do I post a payment in Control? | ||
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+ | ====== Answer ====== | ||
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+ | There are several different ways of opening a payment entry window within Control. I will outline each way below, ultimately the end result is the same however the way you choose is completely based on your preference and what you find most efficient. Additionally, | ||
+ | * **Single Payment Window**, aka Quick Payment | ||
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+ | * **Multi-Order Payment Window**, aka Payments (Receipts) | ||
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+ | ===== Basics of Posting Payments ===== | ||
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+ | When you begin to post payments within Control you will find the same basic procedure applies. | ||
+ | * Select the Payment Method and enter appropriate values in any special fields if applicable. | ||
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+ | * Cash | ||
+ | * Check | ||
+ | * Check Number (special field) | ||
+ | * Credit Card | ||
+ | * Card number (special field) | ||
+ | * Name on card (special field) | ||
+ | * Expiration date (special field) | ||
+ | * Credit Card Billing Address (special field) | ||
+ | * Electronic Fund Transfer | ||
+ | * Other | ||
+ | * Wire Transfer | ||
+ | * Bank Reference (special field) | ||
+ | * Bank Code (special field) | ||
+ | * Branch Code (special field) | ||
+ | * Control Internal Number (special field) | ||
+ | * State (special field) | ||
+ | * C/C Account (special field) | ||
+ | * Enter the Payment Amount to the order, to credit, and amount tendered. | ||
+ | * Post the payment. | ||
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+ | ==== Ways to open a Single Payment Window (Quick Payment) ==== | ||
+ | * From the Order Explorer | ||
+ | * Open Control. | ||
+ | * Click on Explore | Explore Orders. | ||
+ | * Locate the order in explorer that will receive the payment. | ||
+ | * Right-click on the Order and choose **Order Options** | **Post Payment**. | ||
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+ | * The Quick Payment window will appear giving you the opportunity to post your payment | ||
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+ | * From the Order | ||
+ | * Open Control. | ||
+ | * Click on Explore | Explore Orders. | ||
+ | * Locate the order in explorer that will receive the payment. | ||
+ | * Double-click to open the order from explorer. | ||
+ | * Click on the **Totals** tab of the order then click the **Deposits/ | ||
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+ | * The Quick Payment window will appear giving you the opportunity to post your payment | ||
+ | * The Payment to Order and Total Payment fields must be the same or it will not post. | ||
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+ | ==== Posting a Multi-Order Payment ==== | ||
+ | * Open Control | ||
+ | * Click on **Payments (Receipts)** on the top toolbar. | ||
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+ | * The payment entry window will open, from here search for the company that sent you a payment. | ||
+ | * A list of all open orders with a remaining balance due will appear in a grid list. | ||
+ | * Place a **check mark** next to any orders that the payment will cover. If you need to apply a partial payment to an order' | ||
+ | * Select the **Payment Method** and enter the appropriate details in any special fields if applicable. | ||
+ | * Verify the **Amount Tendered**, **Order Payment Amount**, and **Overpayment to Credit** are correct. | ||
+ | * Ensure the **Amount Difference** field is $0.00. | ||
+ | * Click the **Post** button on the right action toolbar to post the payment. | ||
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