PortalProdigy - The Complete Internet Interaction Management System for Small Business and NonProfits
Enter a Credit Card Payment

Apply a Payment to Orders (Payment Distribution)

 

1.      Read chapter of Administrator Manual titled “Payments Features in Detail”.

2.      If you have just entered a payment and clicked Next Step to go to the Payment Distribution page skip the following otherwise:

a.       Go to Site Administration Menu.

b.      Click on the Payments Browse icon located in the Transaction Mgmt. section to go to the Payment Entry Step 1 page.

c.       On the Search for Payments page enter applicable search criteria and click the Search button.

 

d.      Locate the payment in the Found Payments matches and click the Entry icon button to display the Payment Entry page.

 

e.       If it is the correct payment, click the Next Step button; otherwise click Cancel to return to the Search for Payments page to locate the correct payment.

 

3.      All unpaid Order/Invoices for the selected customer are displayed below the payment information.  Type indicates the order type.  I = Invoice, D = Debit Memo, C = Credit Memo.  You can instruct PortalProdigy to include paid orders/invoices (previous distributions) by selecting this option in the previous page, Payment Entry Step 2. 

4.      You have the option of either manually distributing the payment or automatically distributing it.

5.      To automatically distribute the payment, click on the Auto Apply button.   This will automatically apply the payment to the oldest invoice first, applying to subsequent invoices in chronological order until the payment amount is fully distributed.  Any remaining unapplied amount is automatically stored as a credit memo.

6.      To manually distribute the payment, for each Order/Invoice enter the applicable amount in the Applied Amount text box.  Negative values can be entered to reverse previous distributions.

7.      When finished with distribution click on the Save and Process button.

8.      The Cancel button is used to cancel the payment entry.  Closes the page without saving anything.

9.      Use the Clear button to clear any applied amounts you just entered.