You can process payment electronically by following the steps below.
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Process Electronic Payments
Process Electronic Payments
Table of contents
Overview
Processing Electronic Payments
Getting Here: Click Accounts > search for an account > Payments & Credits
- Click Collect Payment Electronically.
- Enter any applicable CSR Comments about the payment.
- Choose the Form of Payment from which to collect the payment.
- Current Pay Method: The current electronic payment method on file for the customer. (Does not apply to customers with non-electronic payment methods).
- Alternate One-Time Pay Method: A payment method different from the one on file for the customer. (This options will not change the payment method currently on file for the customer).
- In the Alternate Billing Information field, select Credit Card or Checking Account.
The available selections will vary based on the payment methods that were added in your system settings.
- Enter the billing information associated with the credit card or checking account.
- In the Payment Amount field select the amount that the payment should cover:
- Full Balance Due: The full balance owed by the customer.
- Other Amount: An amount different from the full balance owed by the customer. A field displays in which you can enter the amount of the payment. You will also be able to specify how the payment should be applied. This amount must be equal to or greater than the minimum electronic collection threshold for the currency assigned to the customer.
- In the Application Method field, select the amount that the payment should cover:
- Apply to charges per standard FIFO method (recommended): Aria will apply the payment using the FIFO (First In First Out) method.
This means that the payment will be applied to all unpaid charges until the payment amount runs out, starting with the oldest unpaid charge. This is the recommended method in most situations because it ensures the proper ageing of charges, which determines when an account is past due and will enter or exit dunning.
- Apply to specific unpaid charges: You can select the charges to which you want to Aria to apply the payment. A list of unpaid invoices will appear. You can use the Select Filter drop-down for how to filter the unpaid invoices.
- Select an unpaid charge in the All Unpaid Charges column, then drag it to the Charges To Be Paid column.
The Total Unpaid Charges field displays the total unpaid amount for all of the invoices that you added to the Charges To Be Paid column.
You can drag charges up and down the list on Charges To Be Paid to prioritize the invoices to be paid.
Aria will apply the payment starting with the invoices at the top of the list and continuing downward until all of the invoices have been paid or until the payment amount runs out. If any payment amount is left over after the invoices have been paid, Aria will apply the FIFO method to any remaining unpaid charges. This means that the left over payment amount will be applied to all unpaid charges until the payment amount runs out, starting with the oldest unpaid charge. If there are no remaining unpaid charges, the left over payment amount will be reflected as a credit balance on the account and will automatically be applied to future charges.
- Click Collect From Account.
Aria will apply the payment to the applicable unpaid charges. You will see the payment on the list of Recent Payments on the Account Overview screen.
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