Corporate Client Payments Tab

This tab displays when Enter Bulk Corporate Client Payments is selected from the Bulk Pay/Bill Task Selection Tab. Use this tab to quickly enter resident payments by a corporate client. The whole amount may be allocated to one or more individual accounts.

Note

An asterisk (*) indicates a required field.

Corporate Client *

Select the name of the corporate client making the payment from the drop-down list. Corporate Clients are established on the Corporate Clients Tab.

Description

This field defaults to Bulk Payments. Accept the default or enter another description.

Balance Type

Select which balances to display in the payment grid from the drop-down list.

Options

Payment Type

Select the type of payments entered from the drop-down list.

Options: Cash, Check, Money Order, Plastic, <None>, or Savings Draft

Date *

Enter the date the bulk payments are made using this format, mm/dd/yyyy. Or click the Calendar button to display an electronic calendar from which you can select a date

Amount

Enter the amount of the total payment.

Resident Status

Select whether the payment grid should be sorted by resident status and if so, by what criteria from the drop-down list. If yes,

Corp. Check No

Enter the number of the check received from the corporate client.

Grid Details

Property

Identifies the property number.

Bldg

The global policy, Use building numbers affects this field. If active, this field displays.

Sortable column header used to identify the building number.

Apt

The global policy, Unit Short Name and Unit Long Name affect this field.

Sortable column header used to identify the unit number.

Name

Sortable column header used to identify the name of the corporate client making payment.

Status

Sortable column header used to identify the lease status of the corporate client making payment. For example, Current, Previous and so on.

Amount Due

System-maintained field used to show the total amount due for each corporate client.

Check #

This field is affected by the Pymt Type selection. If the payment type is anything but Check or Money Order, this field is disabled.

Enter the check or money order number used to identify the corporate client's payment.

Amount Paid

Enter the amount paid using this format, 0000.00.

Note

Concession amounts must be entered as credits (for example: -50.00).