(Direct) Process Payment
- Navigate to Financials > Process Payment > Direct.
- Enter the name of the person or company making the payment. To pull up the person/company, enter the name or national identifier for the person. Optionally, if it is tracked in the system, you can also enter the social security number of the person as well.
- Click on the Proceed button.
- In addition to seeing basic demographic information about the person/company, the interface allows the staff user to first enter payment information, then select line items (on current orders) to pay for.
- Select specific line items to apply the payment to.
- When complete, click on the Submit & Finish or Submit & Repeat. Submit & Finish will forward you to the process for generating a receipt, Submit & Repeat will allow you to enter another (consecutive) payment.