To Enter an Invoice Payment

Use this tab to enter an invoice payment.

Note

Resident Entry is the default payment method, so a resident pop-up form appears automatically after selecting Ledger—Pay & Adjust. To access the Invoice Entry and MICR Entry payment methods, click Cancel.

From the eSite menu, select Ledger—Pay & Adjust. A resident pop-up form appears automatically.
Select Cancel to close the pop-up form tab.
From the Payments and Adjustments tab, select Invoice Entry. The Invoice # field displays.
Enter the invoice number you want to pay and click the Next button. The Add Payments and Adjustments Tab displays.
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, accept the default or enter a different date. To enter a different date, type the date or click the Calendar Button to display an electronic calendar.

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.

Click the Save button when all data entry is complete.

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.