The Payment Processor screen will locate all the payments due up to and including the date entered.
Access the Payment Processor by clicking on the arrow next
Seach on the
toolbar and
select Payment Processor.
From the screen, select the date to run the payments by in the To Date field.
Once a date has been selected, press Find on the right-hand side of the page.
A batch will automatically be generated.
Payment notices due prior to and on the date selected will display with the following information:
Under the Session Expire field is a count down, placng a time limit on the session.
When the time limit has expired, a pop-up window will display providing an opportunity to extend the session, if necessary.
To select all payments in the list, tick the box in line with the header.
To choose individual payments, tick the boxes in line with the payments you want paid.
Once all payments have been chosen, press the Execute Payment button on the right-hand side of the page.
A message will display confirming the batch has been processed.
An e-mail will be sent to the customer with a copy of the receipt.
The
Repayment Plan tab of the
Sales Order will display the payment as paid.
Should you want to cancel the batch at any stage, press the Cancel button.
A message will display confirming the the batch has been cancelled and the user will be taken back to the home screen.
