Use this tab to enter a resident/tenant payment or to make an
adjustment to the resident's/tenant's account. Details displayed at the top of
this tab are for reference only and cannot be edited.
Note
A red asterisk ( * )
indicates a required field or selection.
Date *
This date defaults to the current system date.
Accept the default or enter another date to show when the payment or adjustment
was made using the format mm/dd/yyyy. Or click the Calendar
button to display an electronic calendar from which you can select a date.
Amount
Enter the payment or adjustment amount using the
format 0000.00. Or click the drop-down arrow to display an electronic
calculator that you can use to complete this field.
Note
Concession amounts must be entered as credits (for example: -50.00). In order for a user to enter
a credit, the Allow Negative Adjustments security permission must be selected
for the user. For more information about setting user security permissions,
refer to the System Help.
Pymt Type
Select the payment type from the drop-down list.
Payment types are established on the Properties
Tab.
Options
Check—(default)
select to record a resident's check payment.
Money Order—select
to record a resident's money order payment.
Cash—select
to record a resident's cash payment.
Plastic—select
to record a resident's credit card payment.
<None>—select to
record an adjustment where no monies were received by the resident.
Savings Draft—select to
record an amount auto-drafted from the resident's bank savings account.
Note:
Selecting Check
or Money Order changes the next
field to a required field by the same name. For example, select Check from the drop-down and notice
the next field is now labeled, Check
* (displayed
with a red asterisk).
Check *
The label, required status and definition of this
field depends on the selection made in the Pymt Type
field.
Rules
If Pymt Type = Check,
then this field is required and labeled Check.
If Pymt Type = Money Order,
then this field is required and labeled Money Order.
If Pymt Type = Anything else,
then this field is not required
and labeled Check.
Description
This field defaults to Payment and is used to
display the description of what was selected in the previous field. Accept
the default or type another description. Entering a unique name helps
to locate this transaction at a later date.
Grid Fields
Invoice
Linked column header used to show any previously
invoiced amounts billed to the resident. Select Invoice
to display the Resident Invoice
Details Tab.
Income Code
Select the income code to apply to the payment
or adjustment from the drop-down list. Income Codes are established on
the Income Codes Tab.
Due Date
Enter the date the balance is due to be paid using
the format mm/dd/yyyy. Or use the Calendar
Button to select a date.
Due
The display-only amount due per income code.
Payment
If viewing, system auto-defaults the amount it
expects to be paid per income code.
If adding a new payment or adjustment, type the
due date or click the Calendar button to display
an electronic calendar from which you can select a date.
Charge/Adj
Enter the charge or adjustment amount using the
format 0000.00. Or click the drop-down arrow to display an electronic
calculator that you can use to complete this field.
Note
Concession amounts must be entered as credits (for example: -50.00).
Print Receipt
Select the check box to print a payment receipt
when the data is saved.
Remaining
System-maintained field used to show the difference
in the Amount and Payment fields. If these totals do not match, the system
alerts you with a message, Total amount does not match
with the detail amount.
Allocate Button
Click the Allocate button
to auto-apply the payment amounts based on existing balances and income
code priorities set in eSite. Prepayments are auto-allocated to future
month's recurring charges.