Entering a
Rapid Receipt
This screen provides another option for
receipt entry, where staff has a stack of receipts with order numbers. Orders
can span multiple customers. To comply with credit card compliance issues, the
credit card number cannot be stored in Personify at all.
Users can access this screen by
selecting Accounting > Receipts > Rapid Receipt Entry from the toolbar.
- To enter a receipt via the Rapid
Receipt Entry screen; if the order exists, search for it by clicking the Order
Number link and double-clicking an order to select it.
- If the invoice exists, search for
it by clicking the Invoice link and double-clicking an order to
select it.
- Enter the Payment amount.
- Select the Receipt Type from
the drop-down.
- Click Apply Cash.
a.
If Credit Card is
selected, the Credit Card Information fields are enabled. Enter the
credit card information and click Authorize Credit Card.
b.
If Check is selected
and a Check Number is provided, enter it.
Note: check numbers are required by the AOA to enter
payment. If you chose a payment type of check, you will be required to enter a
check number. This does not apply to affiliates using Personify.
- If necessary, enter the PO Number.
- Click Save.
