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Payments are applied to the selected GLA. The 'Account' picker is limited to Accounts Receivable GLAs only.
Batch
The 'Batch' picker provides the ability to associate Payments to a Payment Batch. Payment Batches are collections of Payments that can be processed together.
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The 'Method of Payment' is a customizable list using the List Values . The default options are: Money Order, Check, Cash, ACH/Transfer, Mastercard, Visa, Discover, and Amex. This is used for reporting purposes.
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A single Payment can be applied to multiple Invoices. The 'Invoice' tab on the Payment form has a grid of the Invoices that allows the User to manually specify which Invoices are to be paid with a Payment. Thebutton on this grid can be used to select Invoices and will open the 'Existing Invoices' form. An Invoice can only be associated with a Payment once. The 'Existing Invoices' form only displays Billed or Partial Payment Invoices that are not already associated with the Payment and only Invoices from the GLA specified on the Payment.
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Once manually triggered, the process verifies that the Payment is not part of a Payment Batch. If the Payment belongs to a Batch, the User is prompted to remove the Payment from the batch and process it individually.
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If all Invoices on the GLA are Paid in Full and a portion of the Payment amount remains, then the Process generates an Account Credit. This credit is applied to the account using a special System Use Charge Catalog called 'Over-Payment Credit'. The credit is added automatically as a GLA Charge to the GLA on that Payment.
The last step of Payment Processing is to trigger the 'Update Accounts' Event to recalculate the account balances for the GLAs involved.
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Payment Events allow hooks for Escalations and Notifications. There are three hooks.
Payment Created: This Event is triggered whenever a Payment is created.
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'Payment Imports' provide the capability to Import Payments in bulk. Only Pending payments can be Imported. Payment statuses CANNOT be updated via the Import. Payment Imports CANNOT be deleted or reprocessed.
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