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.
These instructions require you to have a control group open. For more on control groups, go here.
How to Add Payment to an Invoice
From the Customer Service ribbon, navigate to Invoices and Payments
Search and select the customer and select the invoice to make payment to and select Add Payment
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.
Select one of the following options...
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.
Click Confirm
The Amount will fill in automatically with the invoice amount
Click OK
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.
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
The Add Payment button will be grayed out if the line selected has no open invoice. If there is an amount in the remaining amount column, this indicates there is an open invoice.
If you want to update the credit card on file for future payments/renewals, you MUST perform a MOD ARN. To learn more about this process go here.
