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Posting Payments

Once an invoice has been created, you have the ability to apply a payment to that invoice. There are a few different ways to post a payment in Facility Schedule. You also have the ability to edit or delete a payment if an amount was entered incorrectly.

How to Post a Payment

Option 1

  • Click on the Add link in the Actions Menu.

  • Click the Payments link.

  • Enter the Invoice Number. The screen will refresh to show the Invoice Total and Current Outstanding amounts.

  • Select the Payment Type and enter the Payment Amount. *Note: If you are posting the payment in full, we recommend checking the box next to Close Invoice.

  • Click Save.

Option 2

  • Type the schedule number into the Search for field and click Go. This will take you to the Update Schedule screen.

  • Hover your mouse over the Shortcuts menu and click on Invoicing. This link will take you to the Invoices section at the bottom of the schedule form.

  • Click on the Add New Payment link.

  • You will now be on the Add Payment screen. Select the Payment Type and enter the Payment Amount. *Note: If you are posting the payment in full, we recommend checking the box next to Close Invoice.

  • Click Save.

Option 3

  • Type the invoice number into the Search for field and click on Go. This will take you to the Update Invoice screen.

  • Scroll to the bottom of the page and click on the Post Payment link.

  • You will now be on the Add Payment screen. Select the Payment Type and enter the Payment Amount. *Note: If you are posting the payment in full, we recommend checking the box next to Close Invoice .

  • Click Save.

 

How to Delete or Edit a Payment

Option 1

  • Click on the List link in the Actions Menu.

  • Click on the Payments link.

  • You can sort the list in ascending or descending order by clicking on the gray box next to Invoice No.

  • Click on the dollar amount under the Received Payments heading to access the Update Payment screen.

 

 

  • To delete the payment, click the Delete button at the bottom of the screen.

  • To edit the payment, just update the Payment Amount box and click Save to update.

Option 2

You can also access the Update Payment screen by running an Advanced Search for the payment.

  • Click on the Advanced Search link.
  • Hover your mouse over the Shortcuts menu and click Payment Search.
  • Enter your search criteria in the fields to pull up the correct payment and click Search Now.
  • Click on the dollar amount under the Received Payments heading to access the Update Payment screen.
  • To delete the payment, click the Delete button at the bottom of the screen.
  • To edit the payment, just update the Payment Amount box and click Save to update.

 

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