Record Received Payments

Overview

From Salesforce, you can record received payments and display payment history by following the steps below.

Getting Here: Click Account > Aria Payments and Credits

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The Payment tab displays.

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Note: Payments will be recorded in the currency code on file for the account.

Enter any applicable CSR comments in the Additional CSR Comments field (optional).
Enter a reference code that has not been previously used for the account in the Ref. Code field.
Select one of the following options from the Payment Amount field:

Full Balance Due: Default option.
Other Amount: An input field displays. You must enter the desired payment amount.

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Click the Post Payment button to review the payment information being submitted.

A payment information review screen displays.

Note: You can click Cancel to return to the Payments tab.

The payment history is displayed at the bottom of the screen.

payment history2.png