Dues Payments
1.
Access the Step 3: Payment Information tab.
Note: If a batch is not currently
open, you are prompted to open a batch for processing. Click “Yes” and select
the batch from the list. If no batches display in the list, you must access
the Batch Control screen and create a new batch.
2. Click Create New Receipt.
3. From the Receipt
Information section, enter the appropriate information.
a. Select the Receipt Type from the drop-down.
b. Enter the
appropriate Amount.
c. If
users selected “Check”, enter the Check Number
d. If users
selected “Check” or “Cash”, enter the PO Number.
e. Enter the Payor or click the link and search for a payor.
Note: The payor is the individual,
customer, company, or committee who pays for the order, who may not necessarily
be the customer. Once the receipt is processed users cannot change the payor.
If the payor on the check is not a customer in Personify and users chose not to
create a customer record for that payor, if a refund is needed users will not
be able to change the payor to the correct name on the check.
4.
Verify that the appropriate credit card is selected as the Receipt Type in the Receipt Information section above.
Note: Alternatively, if credit
card information is on file for the customer, click Retrieve Credit Card of
Record to automatically populate the appropriate information.
5. From the Credit
Card Information section, enter the appropriate information.
a. Enter the Credit Card number.
b. Enter the Security Number. This number is typically three
digits and is located on the back of the credit card.
c. Select the Expiration date from the drop-downs.
Note: If users would like to save the credit card
information on record for future use, click the Make this
Credit Card of Record.
6.
Click Save.