How to Add Payment for Agents and Associate the Payment with an Invoice.
1) First, Payment Agent Invoice must be generated for the period. Agent Invoice can be generated for All Agents through the selection Filter.
Billing Process > Invoice Payment Agents > Select Agent > Next > Verify Invoice Date > View Trial Invoice > Generate Invoice
2) Create new Deposit:
Billing Process > Process Payment > Add New Deposit
3) Select Deposit Type > Save Deposit Type > Add Payment (to select the payment agent)
4) Click on Add Payments you will see the following pop up
- Fill in the Payment Amount, Transaction Date, Payment Method and description
- Please search for and select the account you wish to add the payment for and click >>
- You can customize the amount and description on the right hand side.
5) When the payment is saved, it appears as follows:
6) To associate Agent Payment with the resident or Invoice click Edit
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