To Enter a Payment

Use these steps to enter a payment for resident with a delinquent balance.

Note

Resident Entry is the default payment method, so a resident pop-up form appears automatically after selecting Ledger—Pay & Adjust. You can change the default so you are always presented with all payment options: uncheck the property policy Automatically Select Resident Entry in the Pay and Adjust category.

From the eSite menu, select Ledger—Pay & Adjust. A resident pop-up form appears automatically.
Use the grid on the resident pop-up form to locate the resident to work with. The Add Payments and Adjustments Tab appears.
Complete these tasks:

At Date, accept the default (current system date) or enter a different date. To enter a different date, type the date or click the Calendar button to display an electronic calendar from which you can select a date.

At Amount, enter the payment amount in dollars and cents.

At Pymt Type, select the payment type from the drop-down list.

At Check, enter the corresponding check or reference number.

At Description, accept the default (Payment) or enter a description specific to the payment transaction.

At Income Code, select the income code the payment will be applied to from the drop-down list.

At Due Date, enter no date.

At Payment, enter the payment amounts or click the Allocate button to have the system auto-allocate the payment for you.

At Print Receipt, check if the resident has requested a printed payment receipt. When the data is saved, a printed receipt will print.

At Remaining, verify the amount reads 0.00.

Verify the Remaining balance reads, $0.00 then click the Save button.

Note:

Look for eSite to prompt for a Cash Batch to be added or selected once the payment transaction has been submitted if one is not selected prior to selecting this option.