Enter Payments
Use Enter Payments to record,
update, and delete payment transactions.
Enter payments
2. Verify the date.
The current date is the default date. You may need to change the date if you're entering a payment for a prior or future date.
3. Enter the plot.
You can enter the plot number or owner. You can Search this field.
The owner's unpaid billings display in the Select the Unpaid Billings for Payment transaction grid.
4. Enter the payment information and amount.
Add the check number (optional), source ID (optional), and description.
Use the Select the Unpaid Billings for Payment transaction grid to allocate the payment to the owner's unpaid billings.
If you would like to add additional information, click the Comments button.
5. Press Enter.
The payment is saved and the saved transaction displays in the Payment Summary transaction grid.
Changing payment information
1. Open Connect > Cemetery Management > Plots > Enter Payments.
2. Enter the date when the payment was created.
3. Click Edit (CTRL+E).
The payment transactions that were created on the selected date will be displayed in the Payment Summary transaction grid. You can use the Payment Summary transaction grid to locate the reference number.
4. Enter the reference number and then press Enter.
The payment transaction displays on the screen.
5. Update the payment transaction.
You can edit the check number, source ID, description, and amount.
6. Press Enter again to save your changes.
Your
changes are saved. The updated transaction in the Payment Summary transaction
grid.
Deleting
a payment
1. Open Connect > Cemetery Management > Plots > Enter Payments.
2. Enter the date when the payment was created.
The payments that were created on the selected date will be displayed in the Payment Summary transaction grid.
3. Click Delete/Abort (CTRL+D).
The Delete Payments dialog box displays.
4. Click to select Delete Single Reference Number.
5. Enter the reference number and then click OK.
The payment is deleted.
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