Payments - Revision history

Alexs at 17:35, 5 June 2015

2015-06-05T17:35:15Z

Alexs at 17:34, 5 June 2015

2015-06-05T17:34:49Z

Marks at 14:47, 20 April 2015

2015-04-20T14:47:26Z

Marks at 22:08, 21 January 2015

2015-01-21T22:08:32Z

Amy at 17:34, 21 November 2013

2013-11-21T17:34:31Z

Amy at 16:43, 18 October 2012

2012-10-18T16:43:23Z

Amy at 16:42, 18 October 2012

2012-10-18T16:42:17Z

Amy at 16:41, 18 October 2012

2012-10-18T16:41:24Z

Amy at 16:39, 18 October 2012

2012-10-18T16:39:43Z

Amy at 16:16, 8 July 2011

2011-07-08T16:16:42Z

← Older revision		Revision as of 17:35, 5 June 2015
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	== OpenEdge Payment Processing ==		== OpenEdge Payment Processing ==
		+	To receive payment for a specific invoice:
		+
		+
		+	<br>1. Verify correct customer selected
		+	<br>2. Click on the '''Customer History''' tab
		+	<br>3. Click on the '''Invoices''' button
		+	<br>4. Locate the correct invoice and double click the invoice to open it up
		+
		+	<br>[[File:6-2-2015_8-15-34_AM.png]]
		+
		+
		+
		+
		+	<br>1. Verify you are in the '''Invoicing''' section of the customer account
		+	<br>2. Click on the '''Payments''' tab
		+	<br>3. Click on the '''Online Pay''' button
		+
		+	<br>[[File:6-2-2015_8-27-29_AM.png]]
		+
		+
		+
		+	The computers default browser will open up the High 5 Hub to the payment details screen for this customers account. *You will need to be logged into the High 5 Hub
		+	<br>1. Verify the correct '''Customer''' is displayed
		+	<br>2. Verify '''Invoice Number'''
		+	<br>3. Verify '''Invoice Amount''' to be charged
		+	<br>4. From drop down menu select appropriate method of payment ie Credit Card or Check
		+
		+	<br>[[File:6-2-2015_8-36-17_AM.png]]
		+
		+
		+
		+	The computers default browser will open up the High 5 Hub to the payment details screen for this customers account. *You will need to be logged into the High 5 Hub
		+	<br>1. Verify the correct '''Customer''' is displayed
		+	<br>2. Verify '''Invoice Number'''
		+	<br>3. Verify '''Invoice Amount''' to be charged
		+	<br>4. From drop down menu select appropriate method of payment ie Credit Card or Check
		+
		+
		+	<br>Enter in payment information for either Check or Credit Card
		+
		+	<br>[[File:6-2-2015_9-24-20_AM.png]]
		+
		+	<br>Scroll down and click '''Make Payment'''
		+
		+
		+	<br>If the payment is successful you will see a similar screen shown below.
		+
		+	<br>[[File:6-4-2015_7-33-49_AM.png]]
		+
		+	<br>The invoice in SME will now reflect that the payment has been made.

← Older revision		Revision as of 17:34, 5 June 2015
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	<br>You can enter an unapplied payment in QB and that will come into SME, but you can't apply that payment to an invoice in SME, you would have to apply it to an invoice in QuickBooks.		<br>You can enter an unapplied payment in QB and that will come into SME, but you can't apply that payment to an invoice in SME, you would have to apply it to an invoice in QuickBooks.
		+
		+	== OpenEdge Payment Processing ==

← Older revision		Revision as of 14:47, 20 April 2015
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	If you are looking for information on taking payments from Mobile see [[Mobile Payments]]		If you are looking for information on taking payments from Mobile see [[Mobile Payments]]
		+
		+	Click this link for suggestion on [[Bad Debt Write-off]]

← Older revision		Revision as of 22:08, 21 January 2015
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	You can enter payments either from an invoice or directly in Payments and apply the payment to an open invoice. If you are syncing SME with QuickBooks, payments can be entered either in SME or QuickBooks.		You can enter payments either from an invoice or directly in Payments and apply the payment to an open invoice. If you are syncing SME with QuickBooks, payments can be entered either in SME or QuickBooks.

		+	If you are looking for information on taking payments from Mobile see [[Mobile Payments]]

← Older revision		Revision as of 17:34, 21 November 2013
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	<br>'''Applied Deposit''' - In SME you can enter a deposit for a customer. When you generate an invoice for the customer, SME will apply the deposit to the invoice and mark the invoice with the Applied Deposit stamp.		<br>'''Applied Deposit''' - In SME you can enter a deposit for a customer. When you generate an invoice for the customer, SME will apply the deposit to the invoice and mark the invoice with the Applied Deposit stamp.
	<br>'''QB Payment''' - Indicates the payment was entered in QuickBooks and synced to SME. Any QB Payment in SME cannot be edited in SME, only in QuickBooks.		<br>'''QB Payment''' - Indicates the payment was entered in QuickBooks and synced to SME. Any QB Payment in SME cannot be edited in SME, only in QuickBooks.
		+
		+
		+	== Unapplied Payments ==
		+	If you enter a payment in SME that isn't applied to an invoice, it will stay in SME and won't sync to QuickBooks until it is applied to an invoice. We only send the payment over to QB when it is applied to an invoice.
		+
		+	<br>You can enter an unapplied payment in QB and that will come into SME, but you can't apply that payment to an invoice in SME, you would have to apply it to an invoice in QuickBooks.

@@ Line 51: / Line 51: @@
-'''Payment Status'''
 At the top of a payment, you will see the status of the payment as shown in the image below.
+<br>'''Distributed''' - The payment was applied to an invoice.
-[[File:paymentStatus.jpg]]
+<br>'''Open Balance''' - This is a payment that was entered for a customer that didn’t have an invoice to apply it to.
+<br>'''Applied Deposit''' - In SME you can enter a deposit for a customer. When you generate an invoice for the customer, SME will apply the deposit to the invoice and mark the invoice with the Applied Deposit stamp.
+<br>'''QB Payment''' - Indicates the payment was entered in QuickBooks and synced to SME. Any QB Payment in SME cannot be edited in SME, only in QuickBooks.

@@ Line 2: / Line 2: @@
-'''Receiving payment on an invoice'''
 To receive payment for a specific invoice:
@@ Line 13: / Line 15: @@
 [[File:Payments.jpg]]
-<br>5.       Select the Method of Payment and fill out the payment information such as check number.
+<br>5.       Select the '''Method of Payment''' and fill out the payment information such as check number.
 <br>[[File:MethodOfPayment.png]]
-<br>6.       Confirm the amount in the Payment Amount field. The balance on the invoice will populate the Payment Amount field automatically.
+<br>6.       Confirm the amount in the '''Payment Amount''' field. The balance on the invoice will populate the Payment Amount field automatically.
 <br>7.       Click '''Save'''.
-<br>8.       The Confirm window will provide a summary of the ending balance. Click OK.
+<br>8.       The Confirm window will provide a summary of the ending balance. Click '''OK'''.
 You can receive payment in Receivables > Payments, then select the open invoice you want to apply the payment to for that customer.
 <br>1.       Go to the '''Receivables''' module > '''Payments'''.

@@ Line 8: / Line 8: @@
 <br>2.       Click the '''Payments''' tab.
 <br>3.       Click '''Enter Payment'''.
 <br>4.       SME will jump to the Payments section of the Receivables module.
 [[File:Payments.jpg]]

← Older revision		Revision as of 16:16, 8 July 2011
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−	*Disbursements tab – view all invoices for the company, the total and balance on the invoice, and the payment on the invoice. You can check which invoice you want to apply the payment towards. If you need to, you can check more than one invoice to apply the payment to by checking the '''apply''' checkbox.	+	*'''Disbursements''' tab – view all invoices for the company, the total and balance on the invoice, and the payment on the invoice. You can check which invoice you want to apply the payment towards. If you need to, you can check more than one invoice to apply the payment to by checking the '''apply''' checkbox.