Creating a Payment

Payments may be created from the Individual or Application Detail by selecting the Payments Tab and Selecting Add Payment. In this case the Individual Detail will auto populate in the Payment window.

You may also create a Payment from the Lists area by selecting Payments and then selecting Add Payment. In this case you must select the + button to select the appropriate Individual associated with this payment in the Payment window. Type in first few letters of last name. When desired individual appears, double click to add info to Payment Record.

Enter necessary information in the appropriate boxes or select drop downs. Please note all items in RED are required fields.

Check the box "Paid to Individual" if this payment is paid directly to the individual.

If this payment is payable to a Vendor, select the + button to select the appropriate Vendor.

If this payment applies to the entire family, check the box labeled Payment Applies to Family and select the appropriate family from the dropdown, if this payment ONLY applies to the individual listed, leave this box unchecked.

In the Notes area, type any notes pertinent to this Payment.

Once all information is entered, select the Save button.

Please note, if this is a returned payment, Select the status Returned and enter the amount, date and reason in the area labeled Returned.