http://supportwiki.chambermaster.com/index.php?title=Receive_Payments&feed=atom&action=history
Receive Payments - Revision history
2024-03-29T00:53:41Z
Revision history for this page on the wiki
MediaWiki 1.33.4
http://supportwiki.chambermaster.com/index.php?title=Receive_Payments&diff=77154&oldid=prev
Cpetterson at 20:46, 1 December 2017
2017-12-01T20:46:04Z
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<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">← Older revision</td>
<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 20:46, 1 December 2017</td>
</tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l15" >Line 15:</td>
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<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#If desired, click '''Print''' or '''Email''' to print/email a payment receipt. </div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#If desired, click '''Print''' or '''Email''' to print/email a payment receipt. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div> </div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>NOTE: If you wish to print a Paid Invoice, you can do this <ins class="diffchange diffchange-inline">by reprinting </ins>the invoice <ins class="diffchange diffchange-inline">to which </ins>this payment <ins class="diffchange diffchange-inline">has been applied</ins>. <ins class="diffchange diffchange-inline"> </ins>The appropriate fields must be included in your invoice template.</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline">'''</del>NOTE:<del class="diffchange diffchange-inline">''' </del>If you wish to print a <del class="diffchange diffchange-inline">'''</del>Paid Invoice<del class="diffchange diffchange-inline">'''</del>, you can do this <del class="diffchange diffchange-inline">my re-printing </del>the invoice <del class="diffchange diffchange-inline">that </del>this payment <del class="diffchange diffchange-inline">applies to display the payment and remaining balance</del>. The appropriate fields must be included in your invoice template<del class="diffchange diffchange-inline">. 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</del>.</div></td><td colspan="2"> </td></tr>
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Cpetterson
http://supportwiki.chambermaster.com/index.php?title=Receive_Payments&diff=77144&oldid=prev
Cpetterson at 20:39, 1 December 2017
2017-12-01T20:39:02Z
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<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 20:39, 1 December 2017</td>
</tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l4" >Line 4:</td>
<td colspan="2" class="diff-lineno">Line 4:</td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Click the desired member in the member list. </div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Click the desired member in the member list. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Click '''New Payment'''. </div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Click '''New Payment'''. </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>#Select the deposit account to which funds should be deposited<del class="diffchange diffchange-inline">. </del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>#Select the deposit account to which funds should be deposited <ins class="diffchange diffchange-inline">from </ins>the '''Deposit <ins class="diffchange diffchange-inline">To''' drop-down list</ins>. <ins class="diffchange diffchange-inline">'''[[Selecting_Payment_and_Receipt_Deposit_To_Account|Click Here]]''' </ins>for more information <ins class="diffchange diffchange-inline">on deposits</ins>.</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline">#*Depositing into Undeposited Funds allows a Deposit to be made using the Deposits function in the software 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 </del>the '''Deposit <del class="diffchange diffchange-inline">to: account directly in to your Bank account</del>. <del class="diffchange diffchange-inline"> Then a separate Deposit transaction would not need to be done on the Deposit tab. See “Selecting Payment and Receipt “Deposit To” Account” </del>for more information. </div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#:[[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.2.jpg|center]] </div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#:[[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.2.jpg|center]] </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Complete the payment information fields including: Payment Amount, Payment Date, and Payment Method.</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Complete the payment information fields including: Payment Amount, Payment Date, and Payment Method.</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>#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 <del class="diffchange diffchange-inline">a bold '''Payment Method''' </del>Credit Card and then capturing the credit card payment right away, then the Reference number and Notes/Memo will automatically be filled in. </div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">#:[[File:New Payment.JPG|center]]</ins></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>#If selecting Credit Card as the '''Payment Method'''<del class="diffchange diffchange-inline"></span></del>, 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. <del class="diffchange diffchange-inline">See more details</span></del>. <del class="diffchange diffchange-inline"></div></del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>#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. </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>#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 <del class="diffchange diffchange-inline">it does </del>not apply <del class="diffchange diffchange-inline">to. The </del>oldest invoice <del class="diffchange diffchange-inline">is already </del>selected <del class="diffchange diffchange-inline">by default</del>. </div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>#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.</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline">#Double-check the balance in the bottom right corner to ensure a correct entry. </del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">#:[[File:Capture Credit Card</ins>.<ins class="diffchange diffchange-inline">JPG|center]]</ins></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline">#:[[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.4.jpg]]</span></div></del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>#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 <ins class="diffchange diffchange-inline">invoices </ins>that <ins class="diffchange diffchange-inline">do </ins>not apply<ins class="diffchange diffchange-inline">, by default, the </ins>oldest invoice <ins class="diffchange diffchange-inline">will be </ins>selected.</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>#Click '''Save''' <del class="diffchange diffchange-inline"></span>at the bottom</del>. </div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>#Click '''Save'''.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#If desired, click '''Print''' or '''Email''' to print/email a payment receipt. </div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#If desired, click '''Print''' or '''Email''' to print/email a payment receipt. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>'''NOTE:''' If you wish to print a '''Paid Invoice''', you can do this my re-printing the invoice that this payment applies to display the payment and remaining balance. The appropriate fields must be included in your 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></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>'''NOTE:''' If you wish to print a '''Paid Invoice''', you can do this my re-printing the invoice that this payment applies to display the payment and remaining balance. The appropriate fields must be included in your 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></td></tr>
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Cpetterson
http://supportwiki.chambermaster.com/index.php?title=Receive_Payments&diff=77114&oldid=prev
Cpetterson at 20:23, 1 December 2017
2017-12-01T20:23:11Z
<p></p>
<table class="diff diff-contentalign-left" data-mw="interface">
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<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">← Older revision</td>
<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 20:23, 1 December 2017</td>
</tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1" >Line 1:</td>
<td colspan="2" class="diff-lineno">Line 1:</td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Click '''Billing''' in the left-hand menu. </div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Click '''Billing''' in the left-hand menu. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Click the '''Billing Center''' tab. </div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Click the '''Billing Center''' tab. </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>#:[[<del class="diffchange diffchange-inline">Image</del>:<del class="diffchange diffchange-inline">ChamberMaster_Billing-Receive_Payments-CMBilling</del>.<del class="diffchange diffchange-inline">1.050.1.jpg</del>|center]] </div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>#:[[<ins class="diffchange diffchange-inline">File</ins>:<ins class="diffchange diffchange-inline">New Make Payment</ins>.<ins class="diffchange diffchange-inline">JPG</ins>|center]]</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Click the desired member in the member list. </div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Click the desired member in the member list. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Click '''New Payment'''. </div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Click '''New Payment'''. </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>#<del class="diffchange diffchange-inline">Ensure that </del>the '''Deposit <del class="diffchange diffchange-inline">To</del>:<del class="diffchange diffchange-inline">''' selection is </del>the <del class="diffchange diffchange-inline">appropriate account for initial deposit of funds</del>. <del class="diffchange diffchange-inline">[[Selecting_Payment_and_Receipt_Deposit_To_Account|Click Here]] </del>for <del class="diffchange diffchange-inline">further </del>information <del class="diffchange diffchange-inline">on deposit accounts</del>.</div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>#<ins class="diffchange diffchange-inline">Select the deposit account to which funds should be deposited. </ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">#*Depositing into Undeposited Funds allows a Deposit to be made using the Deposits function in the software 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 </ins>the '''Deposit <ins class="diffchange diffchange-inline">to</ins>: <ins class="diffchange diffchange-inline">account directly in to your Bank account. Then a separate Deposit transaction would not need to be done on </ins>the <ins class="diffchange diffchange-inline">Deposit tab</ins>. <ins class="diffchange diffchange-inline">See “Selecting Payment and Receipt “Deposit To” Account” </ins>for <ins class="diffchange diffchange-inline">more </ins>information. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#:[[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.2.jpg|center]] </div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#:[[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.2.jpg|center]] </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Complete the payment information fields including: Payment Amount, Payment Date, and Payment Method.</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Complete the payment information fields including: Payment Amount, Payment Date, and Payment Method.</div></td></tr>
</table>
Cpetterson
http://supportwiki.chambermaster.com/index.php?title=Receive_Payments&diff=77104&oldid=prev
Cpetterson at 20:19, 1 December 2017
2017-12-01T20:19:21Z
<p></p>
<table class="diff diff-contentalign-left" data-mw="interface">
<col class="diff-marker" />
<col class="diff-content" />
<col class="diff-marker" />
<col class="diff-content" />
<tr class="diff-title" lang="en">
<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">← Older revision</td>
<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 20:19, 1 December 2017</td>
</tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l4" >Line 4:</td>
<td colspan="2" class="diff-lineno">Line 4:</td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Click the desired member in the member list. </div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Click the desired member in the member list. </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Click '''New Payment'''. </div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Click '''New Payment'''. </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>#Ensure that the '''Deposit To:''' selection is the appropriate account for initial deposit of funds. <del class="diffchange diffchange-inline">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 </del>for <del class="diffchange diffchange-inline">easier bank statement reconciliation. If your bank statement displays individual </del>deposit <del class="diffchange diffchange-inline">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</del>. </div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>#Ensure that the '''Deposit To:''' selection is the appropriate account for initial deposit of funds. <ins class="diffchange diffchange-inline">[[Selecting_Payment_and_Receipt_Deposit_To_Account|Click Here]] </ins>for <ins class="diffchange diffchange-inline">further information on </ins>deposit <ins class="diffchange diffchange-inline">accounts</ins>.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#:[[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.2.jpg|center]] </div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#:[[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.2.jpg|center]] </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Complete the payment information fields including: Payment Amount, Payment Date, and Payment Method.</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Complete the payment information fields including: Payment Amount, Payment Date, and Payment Method.</div></td></tr>
</table>
Cpetterson
http://supportwiki.chambermaster.com/index.php?title=Receive_Payments&diff=77094&oldid=prev
Cpetterson at 20:06, 1 December 2017
2017-12-01T20:06:00Z
<p></p>
<table class="diff diff-contentalign-left" data-mw="interface">
<col class="diff-marker" />
<col class="diff-content" />
<col class="diff-marker" />
<col class="diff-content" />
<tr class="diff-title" lang="en">
<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">← Older revision</td>
<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 20:06, 1 December 2017</td>
</tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l8" >Line 8:</td>
<td colspan="2" class="diff-lineno">Line 8:</td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Complete the payment information fields including: Payment Amount, Payment Date, and Payment Method.</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#Complete the payment information fields including: Payment Amount, Payment Date, and Payment Method.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#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. </div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>#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. </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>#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. <del class="diffchange diffchange-inline"> </span><span style="font-family: Calibri; font-size: 9pt;"></del>See more details</span>. </div></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>#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. See more details</span>. </div></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <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></del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">#</ins>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. </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="margin-left: 36pt;"></del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">#</ins>Double-check the balance in the bottom right corner to ensure a correct entry. </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""></del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">#</ins>:[[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.4.jpg]]</span></div></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <tr valign="baseline"></del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">#</ins>Click <ins class="diffchange diffchange-inline">'''</ins>Save<ins class="diffchange diffchange-inline">''' </ins></span>at the bottom. </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td></del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">#</ins>If desired, click <ins class="diffchange diffchange-inline">'''</ins>Print<ins class="diffchange diffchange-inline">''' </ins>or <ins class="diffchange diffchange-inline">'''</ins>Email<ins class="diffchange diffchange-inline">''' </ins>to print/email a payment receipt. </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HEB0HA"></del>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.<del class="diffchange diffchange-inline"></span></div></td></del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div> </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </tr></del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div> </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </table></del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">'''NOTE</ins>:<ins class="diffchange diffchange-inline">''' If you wish </ins>to print a <ins class="diffchange diffchange-inline">'''Paid Invoice''', you can do this my re</ins>-printing the invoice that this payment applies to display the payment and remaining balance<ins class="diffchange diffchange-inline">. The </ins>appropriate fields <ins class="diffchange diffchange-inline">must be </ins>included <ins class="diffchange diffchange-inline">in </ins>your 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></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </div></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="margin-left: 36pt;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <tr valign="baseline"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GEB0HA"></del>Double-check the balance in the bottom right corner to ensure a correct entry.<del class="diffchange diffchange-inline"></span></div></td></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </tr></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </table></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </div></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="font-family: Calibri; font-size: 11pt; margin-bottom</del>: <del class="diffchange diffchange-inline">12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0FEB0HA"> </del>[[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.4.jpg]]</span></div></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="margin-left: 36pt;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <tr valign="baseline"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">11. </div></td></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EEB0HA"></del>Click <del class="diffchange diffchange-inline"></span><span style="font-weight: bold;"></del>Save </span>at the bottom.<del class="diffchange diffchange-inline"></div></td></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </tr></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </table></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </div></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="margin-left: 36pt;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <tr valign="baseline"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">12. </div></td></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DEB0HA"></del>If desired, click <del class="diffchange diffchange-inline"></span><span style="font-weight: bold;"></del>Print<del class="diffchange diffchange-inline"></span> </del>or <del class="diffchange diffchange-inline"><span style="font-weight: bold;"></del>Email<del class="diffchange diffchange-inline"></span> </del>to print/email a payment receipt.<del class="diffchange diffchange-inline"></div></td></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </tr></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </table></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </div></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="color</del>: <del class="diffchange diffchange-inline">#5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0CEB0HA"> </span></div></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0BEB0HA">Some people also choose </del>to print a <del class="diffchange diffchange-inline">“Paid Invoice”. Re</del>-printing the invoice that this payment applies to <del class="diffchange diffchange-inline">may </del>display the payment and remaining balance<del class="diffchange diffchange-inline">, if the </del>appropriate fields <del class="diffchange diffchange-inline">are </del>included <del class="diffchange diffchange-inline">on </del>your invoice template. <del class="diffchange diffchange-inline"> The “invoice_paid” field and “invoice_balance” field may be added to any invoice template. </del>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. <del class="diffchange diffchange-inline"> </div></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0AEB0HA"> </span></div></del></div></td><td colspan="2"> </td></tr>
</table>
Cpetterson
http://supportwiki.chambermaster.com/index.php?title=Receive_Payments&diff=77084&oldid=prev
Cpetterson at 18:22, 1 December 2017
2017-12-01T18:22:49Z
<p></p>
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<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">← Older revision</td>
<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 18:22, 1 December 2017</td>
</tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1" >Line 1:</td>
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<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"><div style="margin-left: 18pt;"></del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">#</ins>Click <ins class="diffchange diffchange-inline">'''</ins>Billing<ins class="diffchange diffchange-inline">''' </ins>in the left-hand menu. </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""></del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">#</ins>Click the <ins class="diffchange diffchange-inline">'''</ins>Billing Center<ins class="diffchange diffchange-inline">''' </ins>tab. </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <tr valign="baseline"></del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">#</ins>:[[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.1.jpg<ins class="diffchange diffchange-inline">|center</ins>]] </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td></del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">#</ins>Click the desired member in the member list. </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YEB0HA"></del>Click <del class="diffchange diffchange-inline"></span><span style="font-weight: bold;"></del>Billing<del class="diffchange diffchange-inline"></span> </del>in the left-hand menu.<del class="diffchange diffchange-inline"></div></td></del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">#</ins>Click <ins class="diffchange diffchange-inline">'''</ins>New Payment<ins class="diffchange diffchange-inline">'''</ins>. </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </tr></del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">#</ins>Ensure that the <ins class="diffchange diffchange-inline">'''</ins>Deposit To:<ins class="diffchange diffchange-inline">''' </ins>selection is the <ins class="diffchange diffchange-inline">appropriate </ins>account for <ins class="diffchange diffchange-inline">initial deposit of </ins>funds. Depositing into <ins class="diffchange diffchange-inline"> </ins>Undeposited Funds allows a Deposit to be made using the Deposits <ins class="diffchange diffchange-inline">function </ins>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 <ins class="diffchange diffchange-inline">'''</ins>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. </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </table></del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">#</ins>:[[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.2.jpg<ins class="diffchange diffchange-inline">|center</ins>]] </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </div></del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">#</ins>Complete the payment information fields including: Payment Amount, Payment Date, and Payment Method.</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="margin-left: 18pt;"></del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>#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 <ins class="diffchange diffchange-inline">'''</ins>Payment Method<ins class="diffchange diffchange-inline">''' </ins>Credit Card and then capturing the credit card payment right away, then the Reference number and Notes/Memo will automatically be filled in. </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""></del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">#</ins>If selecting Credit Card <ins class="diffchange diffchange-inline">as </ins>the <ins class="diffchange diffchange-inline">'''</ins>Payment Method<ins class="diffchange diffchange-inline">'''</ins></span>, <ins class="diffchange diffchange-inline">the '''</ins>Capture Payment<ins class="diffchange diffchange-inline">''' </ins>button will appear. Click <ins class="diffchange diffchange-inline">'''</ins>Capture Payment<ins class="diffchange diffchange-inline">''' </ins>and complete the credit card information screen. The credit card will be processed with the amount specified in the <ins class="diffchange diffchange-inline">'''</ins>Payment Amount<ins class="diffchange diffchange-inline">''' </ins>field. <ins class="diffchange diffchange-inline">'''NOTE</ins>:<ins class="diffchange diffchange-inline">''' The </ins>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></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <tr valign="baseline"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XEB0HA"></del>Click the <del class="diffchange diffchange-inline"></span><span style="font-weight: bold;"></del>Billing Center<del class="diffchange diffchange-inline"></span> </del>tab.<del class="diffchange diffchange-inline"></div></td></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </tr></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </table></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </div></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left</del>: <del class="diffchange diffchange-inline">18pt; text-align: justify;"><span id="wwpID0E0WEB0HA"></del>[[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.1.jpg]]<del class="diffchange diffchange-inline"></span></div></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <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></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="margin-left: 36pt;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <tr valign="baseline"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UEB0HA"></del>Click the desired member in the member list.<del class="diffchange diffchange-inline"></span></div></td></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </tr></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </table></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </div></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="margin-left: 36pt;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <tr valign="baseline"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TEB0HA"></del>Click <del class="diffchange diffchange-inline"></span><span style="font-weight: bold;"></del>New Payment<del class="diffchange diffchange-inline"></span></del>.<del class="diffchange diffchange-inline"></div></td></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </tr></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </table></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </div></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="margin-left: 36pt;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <tr valign="baseline"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0SEB0HA"></del>Ensure that the <del class="diffchange diffchange-inline"></span><span style="font-weight: bold;"></del>Deposit To:<del class="diffchange diffchange-inline"></span> drop-down </del>selection is the <del class="diffchange diffchange-inline">desired </del>account for funds <del class="diffchange diffchange-inline">to initially be deposited</del>. <del class="diffchange diffchange-inline"></div></td></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </tr></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </table></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </div></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0REB0HA"></del>Depositing into <del class="diffchange diffchange-inline"></span><span style="font-weight: bold;"></del>Undeposited Funds<del class="diffchange diffchange-inline"></span> </del>allows a Deposit to be made using the <del class="diffchange diffchange-inline"><span style="font-weight: bold;"></del>Deposits<del class="diffchange diffchange-inline"></span> tab </del>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.<del class="diffchange diffchange-inline"></div></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0QEB0HA"></del>If your bank statement displays individual deposit amounts, you may wish to select the <del class="diffchange diffchange-inline"></span><span style="font-weight: bold;"></del>Deposit to:<del class="diffchange diffchange-inline"></span> </del>account directly in to your Bank account. Then a separate Deposit transaction would not need to be done on the <del class="diffchange diffchange-inline"><span style="font-weight: bold;"></del>Deposit<del class="diffchange diffchange-inline"></span> </del>tab.<del class="diffchange diffchange-inline"></div></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-size: 11pt;"><span id="wwpID0E0PEB0HA"></del>See “Selecting<del class="diffchange diffchange-inline"></span></span> <span style="font-family: Calibri; font-size: 11pt;"></del>Payment and Receipt “Deposit To” Account”<del class="diffchange diffchange-inline"></span> <span style="font-size: 11pt;"></del>for more information.<del class="diffchange diffchange-inline"></span></div></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align</del>: <del class="diffchange diffchange-inline">justify;"><span id="wwpID0E0OEB0HA"></del>[[Image:ChamberMaster_Billing-Receive_Payments-CMBilling.1.050.2.jpg]]<del class="diffchange diffchange-inline"></span></div></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <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></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="margin-left: 36pt;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <tr valign="baseline"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MEB0HA"></del>Complete the payment information fields including <del class="diffchange diffchange-inline"></span><span style="font-weight</del>: <del class="diffchange diffchange-inline">bold;"></del>Payment Amount<del class="diffchange diffchange-inline"></span></del>, <del class="diffchange diffchange-inline"><span style="font-weight: bold;"></del>Payment Date<del class="diffchange diffchange-inline"></span></del>, and <del class="diffchange diffchange-inline"><span style="font-weight: bold;"></del>Payment Method<del class="diffchange diffchange-inline"></span></del>. <del class="diffchange diffchange-inline"> </div></td></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </tr></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </table></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </div></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="color: </del>#<del class="diffchange diffchange-inline">5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0LEB0HA"></del>Optional: Fill in the Reference number of Notes/Memo field as desired. <del class="diffchange diffchange-inline"> </span><span style="font-weight: bold;"></del>Reference number<del class="diffchange diffchange-inline"></span> </del>may contain the check number or last 4 digits of credit card or other identifying information. <del class="diffchange diffchange-inline"> <span style="font-weight: bold;"></del>Notes/Memo <del class="diffchange diffchange-inline"></span></del>is available for miscellaneous notes displayed on the payment. If selecting a <del class="diffchange diffchange-inline"><span style="font-weight: </del>bold<del class="diffchange diffchange-inline">;"></del>Payment Method<del class="diffchange diffchange-inline"></span> of <span style="font-weight: bold;"></del>Credit Card<del class="diffchange diffchange-inline"></span> </del>and then capturing the credit card payment right away, then the Reference number and Notes/Memo will automatically be filled in.<del class="diffchange diffchange-inline"></div></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="margin-left: 36pt;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <tr valign="baseline"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KEB0HA"></del>If selecting <del class="diffchange diffchange-inline"></span><span style="font-weight: bold;"></del>Credit Card<del class="diffchange diffchange-inline"></span> for </del>the <del class="diffchange diffchange-inline"><span style="font-weight: bold;"></del>Payment Method</span>, <del class="diffchange diffchange-inline"><span style="font-weight: bold;">a </del>Capture Payment<del class="diffchange diffchange-inline"></span> </del>button will appear. Click <del class="diffchange diffchange-inline"><span style="font-weight: bold;"></del>Capture Payment<del class="diffchange diffchange-inline"></span> </del>and complete the credit card information screen. The credit card will be processed with the amount specified in the <del class="diffchange diffchange-inline"><span style="font-weight: bold;"></del>Payment Amount <del class="diffchange diffchange-inline"></span></del>field. <del class="diffchange diffchange-inline"></div></td></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </tr></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </table></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </div></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="color</del>: <del class="diffchange diffchange-inline">#5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0JEB0HA"></del>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></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><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></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><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></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div> <div style="margin-left: 36pt;"></div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div> <div style="margin-left: 36pt;"></div></td></tr>
</table>
Cpetterson
http://supportwiki.chambermaster.com/index.php?title=Receive_Payments&diff=13451&oldid=prev
SPederson: SPederson moved page ChamberMaster Billing-Receive Payments to Receive Payments
2015-08-17T21:48:42Z
<p>SPederson moved page <a href="/ChamberMaster_Billing-Receive_Payments" class="mw-redirect" title="ChamberMaster Billing-Receive Payments">ChamberMaster Billing-Receive Payments</a> to <a href="/Receive_Payments" title="Receive Payments">Receive Payments</a></p>
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<td colspan="1" style="background-color: #fff; color: #222; text-align: center;">Revision as of 21:48, 17 August 2015</td>
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SPederson
http://supportwiki.chambermaster.com/index.php?title=Receive_Payments&diff=13441&oldid=prev
SPederson at 21:48, 17 August 2015
2015-08-17T21:48:26Z
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<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 21:48, 17 August 2015</td>
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<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <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></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;"></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <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></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <hr /></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 18pt;"><span id="wwpID0E0ZEB0HA">Receive Payments</span></div></del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </del><div style="margin-left: 18pt;"></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div> <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""></div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div> <table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div> <tr valign="baseline"></div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div> <tr valign="baseline"></div></td></tr>
<tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l107" >Line 107:</td>
<td colspan="2" class="diff-lineno">Line 101:</td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><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></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><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></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div> <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0AEB0HA"> </span></div></div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div> <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0AEB0HA"> </span></div></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del style="font-weight: bold; text-decoration: none;"></div></del></div></td><td colspan="2"> </td></tr>
</table>
SPederson
http://supportwiki.chambermaster.com/index.php?title=Receive_Payments&diff=1742&oldid=prev
SPederson: Created page with "<div xmlns="http://www.w3.org/1999/xhtml"> <div style="text-align: left;">Table of Contents | ChamberMaster_Billing-Payments|Pre..."
2015-03-26T02:19:00Z
<p>Created page with "<div xmlns="http://www.w3.org/1999/xhtml"> <div style="text-align: left;"><a href="/index.php?title=ChamberMaster_Billing-TableOfContents&action=edit&redlink=1" class="new" title="ChamberMaster Billing-TableOfContents (page does not exist)">Table of Contents</a> | ChamberMaster_Billing-Payments|Pre..."</p>
<p><b>New page</b></p><div><div xmlns="http://www.w3.org/1999/xhtml"><br />
<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><br />
<div style="color: #999999; font-family: sans-serif; font-size: 10pt; text-align: left;"><br />
<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><br />
<hr /><br />
<div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 18pt;"><span id="wwpID0E0ZEB0HA">Receive Payments</span></div><br />
<div style="margin-left: 18pt;"><br />
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""><br />
<tr valign="baseline"><br />
<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td><br />
<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><br />
</tr><br />
</table><br />
</div><br />
<div style="margin-left: 18pt;"><br />
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""><br />
<tr valign="baseline"><br />
<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td><br />
<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><br />
</tr><br />
</table><br />
</div><br />
<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><br />
<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><br />
<div style="margin-left: 36pt;"><br />
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""><br />
<tr valign="baseline"><br />
<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td><br />
<td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UEB0HA">Click the desired member in the member list.</span></div></td><br />
</tr><br />
</table><br />
</div><br />
<div style="margin-left: 36pt;"><br />
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""><br />
<tr valign="baseline"><br />
<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td><br />
<td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TEB0HA">Click </span><span style="font-weight: bold;">New Payment</span>.</div></td><br />
</tr><br />
</table><br />
</div><br />
<div style="margin-left: 36pt;"><br />
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""><br />
<tr valign="baseline"><br />
<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td><br />
<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><br />
</tr><br />
</table><br />
</div><br />
<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><br />
<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><br />
<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><br />
<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><br />
<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><br />
<div style="margin-left: 36pt;"><br />
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""><br />
<tr valign="baseline"><br />
<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td><br />
<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><br />
</tr><br />
</table><br />
</div><br />
<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><br />
<div style="margin-left: 36pt;"><br />
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""><br />
<tr valign="baseline"><br />
<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td><br />
<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><br />
</tr><br />
</table><br />
</div><br />
<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><br />
<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><br />
<div style="margin-left: 36pt;"><br />
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""><br />
<tr valign="baseline"><br />
<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td><br />
<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><br />
</tr><br />
</table><br />
</div><br />
<div style="margin-left: 36pt;"><br />
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""><br />
<tr valign="baseline"><br />
<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td><br />
<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><br />
</tr><br />
</table><br />
</div><br />
<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><br />
<div style="margin-left: 36pt;"><br />
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""><br />
<tr valign="baseline"><br />
<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">11. </div></td><br />
<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><br />
</tr><br />
</table><br />
</div><br />
<div style="margin-left: 36pt;"><br />
<table border="0" cellspacing="0" cellpadding="0" width="99%" summary=""><br />
<tr valign="baseline"><br />
<td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">12. </div></td><br />
<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><br />
</tr><br />
</table><br />
</div><br />
<div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0CEB0HA"> </span></div><br />
<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><br />
<div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0AEB0HA"> </span></div><br />
</div></div>
SPederson