Difference between revisions of "Receive Payments"

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<div style="margin-left: 18pt;">
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#Click '''Billing''' in the left-hand menu.  
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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#Click the '''Billing Center''' tab.  
      <tr valign="baseline">
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#:[[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.1.jpg|center]]  
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
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#Click the desired member in the member list.  
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YEB0HA">Click </span><span style="font-weight: bold;">Billing</span> in the left-hand menu.</div></td>
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#Click '''New Payment'''.  
      </tr>
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#Ensure that the '''Deposit To:''' selection is the appropriate account for initial deposit of funds. Depositing into Undeposited Funds allows a Deposit to be made using the Deposits function at a later time.  From there, all the payments may be deposited into your bank account in one lump sum.  If your bank statement displays your deposits as one lump sum, you may wish to use this method in ChamberMaster for easier bank statement reconciliation. If your bank statement displays individual deposit amounts, you may wish to select the '''Deposit to: account directly in to your Bank account.  Then a separate Deposit transaction would not need to be done on the Deposit tab. See “Selecting Payment and Receipt “Deposit To” Account” for more information.  
    </table>
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#:[[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.2.jpg|center]]  
  </div>
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#Complete the payment information fields including: Payment Amount, Payment Date, and Payment Method.
  <div style="margin-left: 18pt;">
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#Optional: Fill in the Reference number of Notes/Memo field as desired. Reference number may contain the check number or last 4 digits of credit card or other identifying information. Notes/Memo is available for miscellaneous notes displayed on the payment.  If selecting a bold '''Payment Method''' Credit Card and then capturing the credit card payment right away, then the Reference number and Notes/Memo will automatically be filled in.  
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
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#If selecting Credit Card as the '''Payment Method'''</span>, the '''Capture Payment''' button will appear.  Click '''Capture Payment''' and complete the credit card information screen.  The credit card will be processed with the amount specified in the '''Payment Amount''' field. '''NOTE:''' The Capture Payment button is only available for Plus users that have Authorize.net, Beanstream, or PayPal Website Payment Pro processing.  </span><span style="font-family: Calibri; font-size: 9pt;">See more details</span>. </div>
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XEB0HA">Click the </span><span style="font-weight: bold;">Billing Center</span> tab.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0WEB0HA">[[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.1.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0VEB0HA">Figure 3-1 Payment tab</span></div>
 
  <div style="margin-left: 36pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UEB0HA">Click the desired member in the member list.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 36pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TEB0HA">Click </span><span style="font-weight: bold;">New Payment</span>.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 36pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0SEB0HA">Ensure that the </span><span style="font-weight: bold;">Deposit To:</span> drop-down selection is the desired account for funds to initially be deposited. </div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0REB0HA">Depositing into </span><span style="font-weight: bold;">Undeposited Funds</span> allows a Deposit to be made using the <span style="font-weight: bold;">Deposits</span> tab at a later time.  From there, all the payments may be deposited into your bank account in one lump sum.  If your bank statement displays your deposits as one lump sum, you may wish to use this method in ChamberMaster for easier bank statement reconciliation.</div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0QEB0HA">If your bank statement displays individual deposit amounts, you may wish to select the </span><span style="font-weight: bold;">Deposit to:</span> account directly in to your Bank account.  Then a separate Deposit transaction would not need to be done on the <span style="font-weight: bold;">Deposit</span> tab.</div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-size: 11pt;"><span id="wwpID0E0PEB0HA">See “Selecting</span></span> <span style="font-family: Calibri; font-size: 11pt;">Payment and Receipt “Deposit To” Account”</span> <span style="font-size: 11pt;">for more information.</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0OEB0HA">[[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.2.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0NEB0HA">Figure 3-2 Receiving a payment</span></div>
 
  <div style="margin-left: 36pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MEB0HA">Complete the payment information fields including </span><span style="font-weight: bold;">Payment Amount</span>, <span style="font-weight: bold;">Payment Date</span>, and <span style="font-weight: bold;">Payment Method</span>. </div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0LEB0HA">Optional: Fill in the Reference number of Notes/Memo field as desired. </span><span style="font-weight: bold;">Reference number</span> may contain the check number or last 4 digits of credit card or other identifying information. <span style="font-weight: bold;">Notes/Memo </span>is available for miscellaneous notes displayed on the payment.  If selecting a <span style="font-weight: bold;">Payment Method</span> of <span style="font-weight: bold;">Credit Card</span> and then capturing the credit card payment right away, then the Reference number and Notes/Memo will automatically be filled in.</div>
 
  <div style="margin-left: 36pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KEB0HA">If selecting </span><span style="font-weight: bold;">Credit Card</span> for the <span style="font-weight: bold;">Payment Method</span>, <span style="font-weight: bold;">a Capture Payment</span> button will appear.  Click <span style="font-weight: bold;">Capture Payment</span> and complete the credit card information screen.  The credit card will be processed with the amount specified in the <span style="font-weight: bold;">Payment Amount </span>field. </div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0JEB0HA">Capture Payment button is only available for Plus users that have Authorize.net, Beanstream, or PayPal Website Payment Pro processing.  </span><span style="font-family: Calibri; font-size: 9pt;">See more details</span>. </div>
 
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0IEB0HA">[[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.3.jpg]]</span></div>
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0IEB0HA">[[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.3.jpg]]</span></div>
 
   <div style="margin-left: 36pt;">
 
   <div style="margin-left: 36pt;">

Revision as of 18:22, 1 December 2017

  1. Click Billing in the left-hand menu.
  2. Click the Billing Center tab.
    ChamberMaster Billing-Receive Payments-CMBilling.1.050.1.jpg
  3. Click the desired member in the member list.
  4. Click New Payment.
  5. Ensure that the Deposit To: selection is the appropriate account for initial deposit of funds. Depositing into Undeposited Funds allows a Deposit to be made using the Deposits function at a later time. From there, all the payments may be deposited into your bank account in one lump sum. If your bank statement displays your deposits as one lump sum, you may wish to use this method in ChamberMaster for easier bank statement reconciliation. If your bank statement displays individual deposit amounts, you may wish to select the Deposit to: account directly in to your Bank account. Then a separate Deposit transaction would not need to be done on the Deposit tab. See “Selecting Payment and Receipt “Deposit To” Account” for more information.
    ChamberMaster Billing-Receive Payments-CMBilling.1.050.2.jpg
  6. Complete the payment information fields including: Payment Amount, Payment Date, and Payment Method.
  7. Optional: Fill in the Reference number of Notes/Memo field as desired. Reference number may contain the check number or last 4 digits of credit card or other identifying information. Notes/Memo is available for miscellaneous notes displayed on the payment. If selecting a bold Payment Method Credit Card and then capturing the credit card payment right away, then the Reference number and Notes/Memo will automatically be filled in.
  8. If selecting Credit Card as the Payment Method, the Capture Payment button will appear. Click Capture Payment and complete the credit card information screen. The credit card will be processed with the amount specified in the Payment Amount field. NOTE: The Capture Payment button is only available for Plus users that have Authorize.net, Beanstream, or PayPal Website Payment Pro processing. See more details.
ChamberMaster Billing-Receive Payments-CMBilling.1.050.3.jpg
9.
To apply the payment to a particular invoice(s), click to select the checkbox in front of the invoice that this payment applies to. Deselect any that it does not apply to. The oldest invoice is already selected by default.
10.
Double-check the balance in the bottom right corner to ensure a correct entry.
ChamberMaster Billing-Receive Payments-CMBilling.1.050.4.jpg
11.
Click Save at the bottom.
12.
If desired, click Print or Email to print/email a payment receipt.
 
Some people also choose to print a “Paid Invoice”. Re-printing the invoice that this payment applies to may display the payment and remaining balance, if the appropriate fields are included on your invoice template. The “invoice_paid” field and “invoice_balance” field may be added to any invoice template. See “Edit an Invoice Template” for more information and to create your own paid invoice/payment receipt.