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icon view title Jump to Video Demonstration: How to Add Payment to an Invoice type standard url https://wiki.14west.us/display/ADVSUPPORT/Adding+Payment+to+an+Invoice#AddingPaymenttoanInvoice-video

Payments for open invoices can be applied at either Invoices & Payments or from the Customer Activity screen for subscriptions, memberships, conferences and AMB items.  Use these instructions when adding a payment at the Invoices and Payments screen.

How to Add Payment to an Invoice

1. From the Customer Service ribbon, navigate to Invoices and Payments

2. Search and select the customer and select the invoice to make payment to and select Add Payment

   Info
   An open invoice will happen when a hard decline has occurred. There will be a remaining amount on the invoice (I) transaction type. If Add Payment is grayed out, you have not selected the open invoice. For more on identifying transactions, go here.

   
   

3. Select one of the following options...

   
   

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   title If paying by Credit Card...
   If the customer has saved credit cards on their account, the Saved Payment Methods dialog box will appear, you can select a card, or hit Cancel to collect a new payment method The A/R Payment Entry dialog box will appear Clicking Add Card will open up the secure payment entry dialog box, complete the following: Card Type Select the card type from the list. Card Number Enter the card number. Expire Month Enter the card's expiration month. Expire Year Enter the card's expiration year. Security Code Enter the card's security (CVV) code. Save Card Choose whether to add the card to keep on file for future payments: Yes - Will keep the card on file for future purposes No - Will not keep a record of the card being used for the current purchase. Multiexcerpt MultiExcerptName space Click Confirm The Amount will fill in automatically with the invoice amount Click OK

   
   

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   title If paying by Direct Debit...
   If the customer has saved SEPA direct debits on their account, the Saved Payment Methods dialog box will appear.  You can select a direct debit, or hit Cancel to collect a new payment method The A/R Payment Entry dialog box will appear. Complete the following fields: Payment Type Set the Payment Type to Direct Debit. Payment Code Select the payment code for the direct debit. Bank Identification Enter the bank ID. Customer Bank Account Enter the customer's bank account number. Account Holder Name Enter the account holder's name. Info For some affiliates, this fills in automatically. The Amount will fill in automatically with the payment amount. The collection date, DD consent date and DD wait period will fill in automatically as well. Click OK