Difference between revisions of "Receive Payments"

From Support Wiki
Jump to navigation Jump to search
(Created page with "<div xmlns="http://www.w3.org/1999/xhtml"> <div style="text-align: left;">Table of Contents | ChamberMaster_Billing-Payments|Pre...")
 
 
(7 intermediate revisions by 2 users not shown)
Line 1: Line 1:
<div xmlns="http://www.w3.org/1999/xhtml">
+
#Click '''Billing''' in the left-hand menu.  
  <div style="text-align: left;">[[ChamberMaster_Billing-TableOfContents|Table of Contents]] | [[ChamberMaster_Billing-Payments|Previous]] | [[ChamberMaster_Billing-Associated_Payment_reports|Next]] | [[ChamberMaster_Billing-Index|Index]]</div>
+
#Click the '''Billing Center''' tab.  
  <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;">
+
#:[[File:New Make Payment.JPG|center]]
    <span>[[ChamberMaster_Billing-Payments_Sales_Receipts_Credits_and_Deposits|Payments, Sales Receipts, Credits, and Deposits]]</span> : <span>[[ChamberMaster_Billing-Payments|Payments]]</span> : Receive Payments</div>
+
#Click the desired member in the member list.  
  <hr />
+
#Click '''New Payment'''.  
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 18pt;"><span id="wwpID0E0ZEB0HA">Receive Payments</span></div>
+
#Select the deposit account to which funds should be deposited from the '''Deposit To''' drop-down list. '''[[Selecting_Payment_and_Receipt_Deposit_To_Account|Click Here]]''' for more information on deposits.
  <div style="margin-left: 18pt;">
+
#:[[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.2.jpg|center]]  
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#Complete the payment information fields including: Payment Amount, Payment Date, and Payment Method.
      <tr valign="baseline">
+
#:[[File:New Payment.JPG|center]]
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
#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 Credit Card and then capturing the credit card payment right away, then the Reference number and Notes/Memo will automatically be filled in.  
        <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>
+
#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.
      </tr>
+
#:[[File:Capture Credit Card.JPG|center]]
    </table>
+
#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 invoices that do not apply, by default, the oldest invoice will be selected.
  </div>
+
#Click '''Save'''.
  <div style="margin-left: 18pt;">
+
#If desired, click '''Print''' or '''Email''' to print/email a payment receipt.  
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
NOTE: If you wish to print a Paid Invoice, you can do this by reprinting the invoice to which this payment has been applied.  The appropriate fields must be included in your invoice template.
        <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="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;">9. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HEB0HA">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.</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;">10. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GEB0HA">Double-check the balance in the bottom right corner to ensure a correct entry.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0FEB0HA"> [[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.4.jpg]]</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;">11. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EEB0HA">Click </span><span style="font-weight: bold;">Save </span>at the bottom.</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;">12. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DEB0HA">If desired, click </span><span style="font-weight: bold;">Print</span> or <span style="font-weight: bold;">Email</span> to print/email a payment receipt.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0CEB0HA"> </span></div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0BEB0HA">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 “</span><span style="font-family: Calibri; font-size: 10pt;">Edit an Invoice Template</span>” for more information and to create your own paid invoice/payment receipt.  </div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0AEB0HA"> </span></div>
 
</div>
 

Latest revision as of 20:46, 1 December 2017

  1. Click Billing in the left-hand menu.
  2. Click the Billing Center tab.
    New Make Payment.JPG
  3. Click the desired member in the member list.
  4. Click New Payment.
  5. Select the deposit account to which funds should be deposited from the Deposit To drop-down list. Click Here for more information on deposits.
    ChamberMaster Billing-Receive Payments-CMBilling.1.050.2.jpg
  6. Complete the payment information fields including: Payment Amount, Payment Date, and Payment Method.
    New Payment.JPG
  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 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.
    Capture Credit Card.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 invoices that do not apply, by default, the oldest invoice will be selected.
  10. Click Save.
  11. If desired, click Print or Email to print/email a payment receipt.

NOTE: If you wish to print a Paid Invoice, you can do this by reprinting the invoice to which this payment has been applied. The appropriate fields must be included in your invoice template.