Payment Information Tab
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
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.
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.