Info |
---|
Account Payments are viewed in Account / Billing / Payments |
...
The Payments panel on the left of this screen allows you to select a payment so that you can view and edit payment details on the Edit Payment Panel to the right. In addition actions are available which are shown as icons on the left above the Filter text box. Available actions are detailed below.
Actions
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) | |
Adds an offline payment (does not go through a payment gateway) |
Payments List
Info |
---|
Only successful payments will appear in this list, failed payments will not be displayed. |
...
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 modifiednote: fields with a magenta left border are required).
Payment Fields and Options:
...
Info |
---|
Note: The Make Payment action will process the payment through a payment gateway (i.e. apply a charge to a credit card or a debit to a bank account). If you do not wish to apply a payment to a credit card / bank account then you can use the button to record a payment instead. |
Under the Payments heading on the left, click the icon
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
For One-Time Payments specify the Payment Type and the details for that payment type (card number/ routing number, etc.)
Enter the payment Amount, Posting Date and optionally the Detail to specify what the payment relates to
Select the Automatic Disbursement option if you want the payment to be automatically applied to unpaid invoices on the account
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.
...
Info |
---|
Note: Recording a payment will not process the payment through a payment gateway (i.e. apply a charge to a credit card or a debit to a bank account). Recording a payment will only add the payment to the account. |
Under the Payments heading on the left, click the icon
Under the Add Payment heading on the right enter the payment details
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
Click Save
...
Reversing Payments
Info |
---|
Note: Payment reversals will go through a payment gateway, provided a gateway is configured. |
Info |
---|
Note: Recorded (offline) payments which have not yet been issued to an invoice cannot be reversed, they can be deleted however. |
Info |
---|
Note: As of LogiSense Billing 10.3.0 partial reversals can now be performed on processed payments. Multiple reversals can be added, so long as the reversal amount does not exceed the unrefunded portion of the payment. |
Under the Payments heading on the left select the payment you wish to reverse
Under the same Payments heading click the icon
On the Reverse Payment pop-up specify the:
Reversal Date
Reversal Posting Date
The Amount of the reversal
An optional Detail indicating what the reversal relates to
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. Automatically disbursed payments Payments configured for automatic disbursal in this scenario will re-apply the disbursement based on the payment amount remaining after the reversal.
...
Info |
---|
Note: Reversals and payments which have been issued to an invoice cannot be deleted. Issued payments can be reversed however. |
Under the Payments heading on the left select the payment you wish to delete
Under the same Payments heading click the icon
On the confirmation dialog that appears select Yes