Table of Contents
Management_ Accounts Receivable “ARs” #
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Receiving Payment & New Deposits #
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Receiving Payment:
- Navigate to the Receiving Payment section within the system.
Select from Recent Received Payments:
- From the list of Recent Received Payments, select the payment you are processing.
- This allows you to quickly access previously recorded payments for reference.
Select Payment Account:
- Choose the appropriate Payment Account from the dropdown menu.
- This is the account into which the payment will be deposited or recorded.
Enter Payment Details:
- Enter Date: Input the date on which the payment was received.
- Ensure the date is accurate and formatted correctly.
- Payment Method: Select the method of payment from the following options:
- ACH (Automated Clearing House)
- Check
- Cash
Enter Check Amount:
- In the Check Amount field, input the total amount of the payment received.
- If applicable, ensure that the amount is accurate and corresponds with the payment method selected.
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