The Payment form is a multi-row form used to record the client's payments. The information will automatically be sent to Accounting.
The client's Person form must be created or navigated to in order to open the client's Payment form.
- Payment. Use the Person Search link located at the top of the CIS forms window to open the client's Person form. If the client has not been entered in the Person form, then create the client's Person form before continuing. Select Payment from the drop-down list in the toolbar. Finally click on the GO button to open the client's Payment form.
The following describes the fields for entering the client's payment records. Click on Save Changes after the first entry. A new line will appear to enter additional payment records.
- Payment To. Select, from the drop-down list. the use of the payment.
Note: See Navigating Drop-Down Lists.
- Amount. Enter the amount of payment.
- Date Received. Enter the date that the payment was received.
Note: See LOV (Calendar).
- Check #. Enter the check number.
- Name On Check. Enter the exact name that is on the check.
- Date Processed. Enter the date that the check was processed.
- Description. Enter any information that is relevant to this payment.
- Save Changes. Click on the Save Changes button to add the records to the form. An additional record will be added to the form every time the form is saved.
Navigating Client Information Services (CIS)