Overview
Use the Receive Payment window to record customer payments, apply payments to invoices, and review invoice and payment history.
Interact must be registered to utilize the Pro features of the software.
Recording a Payment
To receive a payment select Accounting | Receive Payments. The receive payments window appears.
Charges
The Charges tab will list all unpaid charges like invoices and finance charges.
To view the original invoice and reprint it if necessary, click the 
View button to the right of the invoice.
Payments
Use the Payments tab to enter a payment, view undistributed receipts and credits, and view distributed receipts and credits.
Undistributed Receipts and Credits
To enter a Cash, Check, or Credit/Debit Card payment, select Cash, Check, or CreditCardOnline, from the drop-down list. Enter the amount of the payment.
The Reference field is a 20 character field, it can be used to enter a note or check number.
The Deposit Ticket ID field is a 10 character field, it can be used to reference a bank deposit number if needed.
Use the 
calendar control to the right of the Date to change the date.
Click the 
Save Receipt button to save a Cash or Check payment.
Click the 
Process Charge button to process a credit/debit card transaction.
Credit/Debit Card Payments
When processing a credit/debit card payment a window similar to the following will appear.
Unless the manual card key entry option has been added to the enabled through Interact license registration the card must be available to process the payment. Contact AWS to update the Interact license to allow for enable the manual card key entry option.
When manual card key entry has been enabled click the Require Manual Key Entry box.
Click the Process Charge button to process the credit/debit card transaction. Follow the prompts on the reader to finish processing the payment.
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The ability to enter credit card information using the reader keypad must be activated enabled through Interact licensing registration. Contact AWS for more information. |
The payment appears in the list.
Use the 
Print button to print a receipt to be handed or mailed to the customer.
Apply Payments and Credits
Apply existing payments and credits
To apply a payment or credit to a charge (invoice or finance charge) click the Apply Payments and Credits tab. A window similar to the following will appear.
This window will list all undistributed Payments and Credits and all unpaid Charges.
To apply an existing payment or credit to an existing charge, use the check box to select which payments to Apply. Then place a check in the box to select which charges to Pay.
Click the 
Apply Selected Payments button to complete the process.
Create payment from invoices
Use the Create payment from invoices tab to generate a payment in the same amount as the invoice. This is a nice feature to use when the payment received is equal to the amount of the invoice being paid. It also helps reduce typing errors.
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This is the only area of Receive Payments where the date must be entered before selecting the charges. If charges are selected before the date is changed the charges will be unselected when the date is changed. If this happens, simply reselect the charges to be paid. |
Click the 
Pay Selected Invoices button to create a payment and distribute it to the selected invoices.
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To print a receipt, select the Payments tab, then select the Distributed receipts and credits tab. Use the
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Auto Distribute
Use the 
Auto Distribute button to automatically distribute payments and credits to unpaid charges. The auto distribute feature will distribute payments and credits, oldest to newest, to unpaid charges, oldest to newest.
This is a great feature to use when multiple payments and credits need to be applied to multiple charges.
Payments
Distributed Receipts and Credits
To view receipts and credits that have been distributed to charges click the Distributed receipts and credits tab. A window similar to the following will appear.
Go to Reverse Payments to learn more about reversing a payment.
Activity
Click the Activity tab to review accounting related activity for the selected account. The View drop-down provides different date range filters.
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