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| − | ===To Receive a Payment===
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| − | The Receive Payment function allows you to record a payment from a customer that was received manually. The actual payment must be processed outside of the system.
| + | =This Content Has Moved House= |
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| − | # Select '''Finance''' > '''Accounts Receivable '''from the '''Menu.''' The ''Account Receivable Customer list'' page will appear.
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
| − | # Locate the customer to receive payment from in the list.
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| − | # Click the '''Receive Payment '''link in the ''Action'' column of the required customer. The ''Receive Payment'' page will appear, showing a list of all outstanding invoices for the selected customer, with the oldest invoice shown first. Invoices that have been paid in full will not appear.
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| − | # Enter the total amount of the payment in the ''Total'' field.
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| − | # Tick the ''Auto Allocate'' check box to prompt the system to automatically allocate the payment against outstanding invoices. Funds can be allocated across multiple invoices. The system will allocate the payment against the oldest outstanding invoice.
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| − | #:If the total payment amount is greater than the oldest outstanding invoice, the system will allocate payment against the next oldest outstanding invoice, and so on, until the payment total amount is fully allocated. If the total payment amount is greater than the total of all outstanding invoices, the system will record the balance as an unallocated payment and show the amount as a credit on the account balance.
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| − | # Alternately, clear the ''Auto Allocate'' check box to manually assign the payment against the required invoice(s). Enter the amount(s) in the ''Allocated Amount'' field beside each outstanding invoice as required.
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| − | #: If you do not allocate the payment against any invoice, the system will record the payment as an unallocated payment.
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| − | # Enter the ''Payment Reference'', if applicable.
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| − | # Select the ''Payment Method'' from the drop list. Options available include: Direct Debit, EFT or Direct Deposit, EFTPOS, Cash, Cheque, Money Order, Bpay, Pay By Phone, Australia Post Bill Pay, Credit Card, Agent Collected, and PayPal.
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| − | # Depending on the payment method selected, the system will display the ''Card Type'' field. Select the credit card type from the ''Card Type'' drop list. Options available include: American Express, Diners, MasterCard and Visa.
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| − | # Enter the ''Payment Date''. A Calendar tool will appear to allow you to select the required date.
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| − | # Enter any notes or other details in the ''Payment Note'' field.
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| − | # The system will show the default ''Finance Charge (%)'' and ''Finance Charge ($)'' in the corresponding fields as read only by default.
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| − | # Click the ''Create Surcharge'' check box to override the default payment surcharge details. The fields will enabled for editing.
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| − | # Enter the ''Finance Charge (%)'' or ''Finance Charge ($)'' in the corresponding fields as required.
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| − | ## If the ''Create Surcharge'' box is NOT checked, a surcharge cardline will not be generated at all.
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| − | ## If the ''Create Surcharge'' box is checked & a percentage amount entered; the system will automatically calculate the percentage of the Total Payment amount entered and generate a pending cardline and will have a description of '<span style="text-decoration:underline;">One Off Payment Surcharge for Payment #xxxxxx</span>'.
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| − | ## If the ''Create Surcharge'' box is checked & a fixed dollar amount entered; the system will automatically generate a pending cardline and will have a description of '<span style="text-decoration:underline;">One Off Payment Surcharge for Payment #xxxxxx</span>'.
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| − | ## If the ''Create Surcharge'' box is checked & ''BOTH'' percentage amount & fixed dollar amount is entered; the system will automatically calculate the percentage of the Total payment amount entered and ''ADD'' the fixed dollar amount entered and generate a pending cardline for the total surcharge amount combined and will have a description of '<span style="text-decoration:underline;">One Off Payment Surcharge for Payment #xxxxxx</span>'.
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| − | ## If ''BOTH'' the ''Create Surcharge'' box and the ''Surcharge is already incorporated in paid amount'' check box is checked; the system will automatically generate a pending cardline and will have a description of '<span style="text-decoration:underline;">One Off Payment Surcharge for Payment #xxxxxx</span>.
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| − | ##* If the payment amount happens to exceed the total outstanding invoice amounts, the system will create an additional unallocated payment.
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| − | ##* You can place the Surcharge cardline on a new invoice and use this new unallocated payment amount to pay the invoice (or leave the cardline until next bill run and let the system auto allocate the payment accordingly).
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| − | # Click the '''Submit''' button. A window will appear showing the payment details entered to confirm the payment.
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| − | # Click the '''Yes''' button to confirm the payment. The page will refresh to view the newly created payment.
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| − | #: The system will record the payment against the customer account, update the account balance, and create a transaction in the ledger. If a payment surcharge was applied, the system will create an pending ledger cardline for the surcharge amount. See rules above.
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| − | # Click the '''No''' button to cancel the payment and return to the ''Receive Payment'' page to make any changes as required.
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| | + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
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| − | ===See also===
| + | [https://resources.emersion.com/display/EKB/Receive+Payments Take me to the Emersion Knowledge Base article] |
| − | * [[Take_Payment|Take Payment]]
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| − | * [[Payments|Payments]]
| + | [[file:new_home_sm.jpg|900px]] |
| − | * [[Invoicing|Invoicing]]
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
