Add Payment

Payments are added using a two-part form. First, complete the Add Payment | Select Invoices to Pay page, then complete the Add Payment | Apply Payment page to add a payment.

To complete the Add Payment | Select Invoices to Pay page:

  1. Go to Modules>CRM>Payments>Add Payments. The Add Payment | Select Invoices to Pay window opens.
  2. Use one of the search fields to find the invoice(s) you want to apply the payment to. You can search by invoice number, po number or customer name.
  3. Click the Look-Up button next to the search field you entered data in. The List - Invoices page opens and shows invoices that match the search criteria.
  4. Note: You can click the look-up button next to the empty invoice number or customer name search fields to open a complete list of invoices.

  1. Use the check boxes to select the invoice(s) you want to apply the payment to.
  2. Click OK. Information from the invoice(s) you selected is displayed on the Add Payment | Select Invoices to Pay page.
  3. The payment amount field automatically fills with the full amount of the invoice(s) and is not initially editable. To make the payment amount editable, uncheck the auto default checkbox.
  4. netFORUM automatically applies the payment to the items on the invoice(s). To change an applied amount, edit the amount in the payment to apply field.
  5. Complete the source code, media code, and paid by fields as needed.
  6. Click Next. The Add Payment | Apply Payment page opens.
  7. Use the following procedure to fill out the Add Payment | Apply Payment page and complete the Add Payment process.

To complete the Add Payment page, use the following steps:

  1. Fill in the following fields:
  2. Field Name Required? Description
    confirmation Optional To send payment confirmation to the constituent, select one or more checkboxes.
    bcc confirmation email Optional Available only when the send by email confirmation checkbox is selected. To bcc another recipient, enter their email address.
    batch Required You may either select an existing batch from the dropdown menu or click the Add button to add a new batch to the database.
    payment method Required Select the payment method from the dropdown menu.
    notes Optional Use this field to record notes about the payment.
  1. The right side of the Apply Payment form fills with fields based on the payment method chosen, e.g., credit card, check or cash. Fill in the following fields for each type of payment method:
  2. Credit Card

    Field Name Required? Description
    cardholder's name Required Enter the cardholder's name as it appears on the credit card.
    cc number Required Enter the credit card number.
    expiration date Required Enter the expiration date shown on the credit card.
    CVV Optional Enter the card verification value (CVV) from the credit card.
    cc/ check street Optional This field automatically fills with information from the Constituent Profile. You may edit this information.
    cc/ check city Optional This field automatically fills with information from the Constituent Profile. You may edit this information.
    cc/ check state & zip code Optional This field automatically fills with information from the Constituent Profile. You may edit this information.
    cc/ check email Optional This field automatically fills with information from the Constituent Profile. You may edit this information.

    Check

    Field Name Required? Description
    name on check Optional Enter the name which appears on the check.
    check number Required Enter the number of the check.

    Cash

    Field Name Required? Description
    reference number Optional You may record a reference number here.
  1. Click Save & Finish. The CRM Overview page opens.