Difference between revisions of "Payments, Sales Receipt, Credits, and Deposits"
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Credits can be created ahead of time or at the time of payment. | Credits can be created ahead of time or at the time of payment. | ||
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+ | ==Payments== | ||
+ | When payment is received, you will enter a payment in one of multiple locations. The Billing Center tab is probably best suited for receiving multiple payments at one sitting. Locations to receive payments include: | ||
+ | |||
+ | * Billing > Billing Center tab | ||
+ | * Members > Account tab | ||
+ | * Billing > Payments tab | ||
+ | |||
+ | The Payment Summary report will display payment transactions. | ||
+ | |||
+ | |||
+ | ==Sales Receipts== | ||
+ | |||
+ | |||
+ | ==Credits== | ||
+ | |||
+ | |||
+ | |||
+ | ==Deposits== | ||
+ | |||
[[Category: Integrated Billing]] | [[Category: Integrated Billing]] |
Revision as of 21:40, 17 August 2015
Receiving payments, creating sales receipts, credits and entering deposits is done through the ChamberMaster Billing module.
First, determine where (which account) payments and receipts should be deposited. See Selecting Payment and Receipt Deposit To Account. If selecting that payments and receipts should be deposited in Undeposited Funds, then you will also make a deposit transaction in ChamberMaster
Payments should be accepted when needing to pay off an invoice. Sales Receipts may be created when accepting money on a Cash Basis.
Credits can be created ahead of time or at the time of payment.
Contents
Payments
When payment is received, you will enter a payment in one of multiple locations. The Billing Center tab is probably best suited for receiving multiple payments at one sitting. Locations to receive payments include:
- Billing > Billing Center tab
- Members > Account tab
- Billing > Payments tab
The Payment Summary report will display payment transactions.