Page Comparison

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Icon	Description
	Reverses the selected payment
	Makes a payment through a payment gateway
	Deletes a recorded payment (not applicable to payments made through a gateway)
	Records Adds an offline payment (does not go through a payment gateway)

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The information on this panel reflects the currently selected payment. From here you can change view and change payment details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

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1. Under the Payments heading on the left, click the icon

2. On the Select Payment modal that loads choose a payment method setup on the account or select the ‘One-Time Payment’ option to provide payment details that are not currently configured on the account

3. For One-Time Payments specify the Payment Type and the details for that payment type (card number/ routing number, etc.)

4. Enter the payment Amount, Posting Date and optionally the Detail to specify what the payment relates to

5. Select the Automatic Disbursement option if you want the payment to be automatically applied to unpaid invoices on the account

6. Click Pay Now to submit the payment to the payment gateway

If the payment is processed successfully through the gateway the payment will appear on the Payments list.

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1. Under the Payments heading on the left, click the  icon

2. Under the Add Payment heading on the right enter the payment details

3. Once the payment details are populated you can click on the invoices on the Unpaid Invoices tab to select which invoices to apply the payment to (assuming the payment is not set to auto-disburse). After selecting an invoice enter the disbursement amount in the Disburse Amount field that appears. Any amount remaining to disburse will be shown at the bottom of the panel in the Amount left to disburse field

4. Click Save

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Reversing Payments

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1. Under the Payments heading on the left select the payment you wish to reverse

2. Under the same Payments heading click the  icon

3. On the Reverse Payment pop-up specify the:

   1. Reversal Date

   2. Reversal Posting Date

   3. The Amount of the reversal

   4. An optional Detail indicating what the reversal relates to

4. Click Reverse

The reversal will now appear in the Payments list. If the refunded amount is greater than the undisbursed amount left on the payment then the disbursement applied to the most recent invoice will be undone. Payments configured for automatic disbursal in this scenario will re-apply the disbursement based on the payment amount remaining after the reversal.

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1. Under the Payments heading on the left select the payment you wish to delete

2. Under the same Payments heading click the  icon

3. On the confirmation dialog that appears select Yes