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control_-_how_do_i_..._post_a_payment [2019/01/27 11:28] (current)
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 +====== ​ ======
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 +
 +
 +====== Question ======
 +
 +
 +
 +How do I post a payment in Control?
 +
 +
 +
 +====== 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,​ there are two different types of payment entry windows available for use.
 +  * **Single Payment Window**, aka Quick Payment
 +
 +
 +
 +<​html><​div style="​margin-left:​ 20px;">​ A single payment window is really meant for applying a single payment to an order or a company. When utilized properly this will allow you to post payments in a very quick manner. This is the recommended method to be used when you do not need to post a single payment towards several orders. </​div></​html>​
 +  * **Multi-Order Payment Window**, aka Payments (Receipts)
 +
 +
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 +<​html><​div style="​margin-left:​ 20px;">​ At times you will receive a single payment from your customer that is to be applied to multiple orders. Typically this is in the form of a check but is sometimes handled through a credit card payment as well. </​div></​html>​
 +
 +
 +
 +===== Basics of Posting Payments =====
 +
 +
 +
 +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.
 +
 +
 +
 +<​html><​div style="​margin-left:​ 20px;">​ Each payment method has a specified payment type. Those types will determine whether there are additional special fields available to you when posting a payment. Below is a listing of those payment types and brief explanations where necessary as to the fields available. ​ </​div></​html>​
 +    * 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.
 +
 +
 +
 +==== 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**.
 +
 +
 +
 + ​{{::​control_payment_explorerpostpayment.jpg?​nolink&​|}}
 +    * The Quick Payment window will appear giving you the opportunity to post your payment
 +
 +
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 + ​{{::​control_payment_quickpayment.jpg?​nolink&​818|}}
 +  * 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/​Payments** button as shown in the image below.
 +
 +
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 + ​{{::​control_payment_ordertotalstab.jpg?​nolink&​|}}
 +    * 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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 +<​html><​div style="​margin-left:​ 40px;"> ​ </​div></​html>​
 +
 +
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 + ​====={{::​control_payment_quickpayment.jpg?​nolink&​818|}}===== ​
 +
 +
 +
 +==== Posting a Multi-Order Payment ====
 +  * Open Control
 +  * Click on **Payments (Receipts)** on the top toolbar.
 +
 +
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 + ​{{::​control_payment_multiorder.jpg?​nolink&​|}}
 +  * 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'​s total balance due click in the Amount field and manually type in the payment amount you will be applying.
 +  * 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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 +<​html><​div style="​margin-left:​ 20px;"> ​ </​div></​html>​
 +
 +
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 + ​{{::​control_payment_multiorderscreen.jpg?​nolink&​|}}
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 +