EDIFICE Inquiry - Payments View Prompts

Note:  Each section of the view can be expanded or collapsed to suit your needs.  To collapse a section, click Collapse .  To expand a collapsed section, click Expand .

Payments Pane

Payments Grid

The payments history for the customer displays in the top grid.  Columns of information can be added or removed using the grid setting , which allows you to choose the columns to display in the grid.

To sort, simply click the desired column heading.  To sort in descending order, click the column heading a second time.

Filter

Filters can be used to find payments.  Click Filter next to the desired column heading and the filter choices display.  Here is an example of date paid filters, which you can use to look for a payment from a specific date.

To select the choices to use as criteria, click to check the desired box or boxes and then, click OK.

Note:  Advanced filtering options are available by clicking Text Filters.

To reverse a payment:

1.  Click to select the desired payment line and then, click Reverse Selected Payment on the Payments view toolbar.

2.  The cash receipt control window displays.  Enter the clerk, reversal date as the cash date and a batch number, if you want to process and track the reversal separately from other cash transactions.

3.  After clicking proceed, the following prompt displays:

4.  To reverse, click Yes.  Or, to preserve the payment, click No.

5.  After clicking yes, the reversal transaction will be moved to cash transaction file.  

6.  You can see the reversal in the Cash Explorer.  From the Cash Explorer you can run a cash journal for the clerk and batch that contains the reversal.

7.  To finalize the removal of the payment from the account, run the cash post for the clerk and batch that contains the reversal.

Payment Plans

Payment Plan Grid

The Payment Plan grid displays the payment plans for the customer.  Columns of information can be added or removed using the grid setting , which allows you to choose the columns to display in the grid.

To see the details of a payment plan, click Plus on the desired line.  Each scheduled payment displays.  

Or, to edit the payment plan, double-click the desired plan.  The Create Payment Plan Editor opens for you to make changes.

To create a payment plan for the customer, click Create a Payment Plan.  The Create Payment Plan wizard opens where you can maintain the plan information.  For directions, see Create Payment Plan Wizard.

To discontinue a plan or remove a plan if it is finished, click to select the desired plan and then, click Remove Payment Plan.  The following prompt displays:

To remove the plan, click Yes.  The plan is removed from the payment plan window.  

Or to continue the payment plan, click No.

To email a payment plan to a customer, click to highlight the plan and then click Email Payment Plan.  The Send Email window opens for editing of the email before sending.  For directions, see Send Email.  

Note:  The email function must be activated in order for the Email Payment Plan button to function.  For more information, see Email.

Reports

There are 2 reports available from the Reports menu.  One is a customer payments report.  The other is a customer payment plan report, which provides the payment plan details and the payments that have been made on the plan.  Missed scheduled payments are also reported.  

To run either report, select the desired menu option and then choose to run the report to the screen or to a printer.

Note:  To view report samples, click the Customer Payments Report and Customer Payment Plan Report links.

Customer Payments Report Window Example:

Payment Plan Report Window Example: