To Enter a Payment and New Charge

Use these steps to accept a payment that has not been billed and enter a charge for that payment at the same time.

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 display.
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 Charge/Adj, enter the same amounts entered in the Payment column.

Verify the Remaining balance reads, $0.00 then click the Save button to save all data entry.