In this training, you'll learn how to:
- add payment to a project containing multiple applications
- add payment directly to an application
- add payment to multiple files on a contact record
- edit payment allocations.
This training applies to permit and license project types.
In our first scenario, we'll take a check for 6100 to apply towards two related permits on the same project file. In the memo field they've written the project number. So let's use the quick search menu to pull up the file. From the file option menu also select add payment and the add payment window appears. We see two permits have an outstanding balance that add up to 6100. Let's add the payments detail at the top of the form. I'll set the type to check. I'll enter the check number in the reference field. I'll select Sam from the received from field note. I can add a new contact or just add the name of a pair in these fields. Here are your options when entering the payment amount? I can apply the payment to any permit by entering the amount and the payment amount field next to the permit to be paid. Save to apply this payment. Or in the payment amount field in the blue header area. I can enter the full amount of the check in this case 6100 and when I tab the payment is applied to each permit from the top down. Now I'll really save. And we've just applied a check across multiple permits on a project.
In our second scenario a contractor arrives at the counter with a credit card to pay for a permit at 990 Stratford. I'll type 990 Stratford into the quick search menu and I'll pick the building permit. We'll swipe the card through the card reader on the counter and then I'll log the payment on the permit. I'll pick the add payment / credit card icon. The ad payment icon also appears at the bottom of the file in the payments header. From the type drop-down I'll select credit card and in the reference, I'll note that this is an Amex. Also like the payer in the received from field. And I'll enter the payment amount. Now I'll save. And that's how you apply a payment to a permit or license application?
Now, let's apply a payment by a contact. In this scenario, Randy from Randy's Contracting Services, wants to make a payment over the counter for multiple approved permits and he wants us to tell them how much he owes. Let's search for Randy's contact record. Now under contact options, let's expand the add menu and select payment. It may take your system a moment to load all of the files with balances due for this contact. Here we see three approved permits with the total balance due in this field. If Randy says you want to pay for just two you can type in the balance for each permit and the system will calculate the payment amount due. Then Randy writes a check for that total amount. Now I'll enter the type and reference. I'll use the print receipt option to provide Randy with a receipt which is the same as hitting the save button. And that's how you can pay multiple permits on a contact.
Payment allocations are made automatically, but sometimes you'll want to adjust how the payments are applied. In this permit an additional plan check fee was added to the project and when the building permit fee was paid the payment was automatically allocated to the additional plan check fee. Now the contractor has brought us a final payment. So let's add the missing $180. Now view the allocations by clicking the allocations button in the payments table header. Here in the allocation table. We see the most recent payment on top. It's been applied to the building permit fee the payment from February 10th was supposed to be applied to the building permit fee. But because the additional plan check fee was unpaid part of the payment was applied there as well. Let's update the allocation starting at the top and will add the correct allocation amounts in the revised allocation column next to the incorrect building permit the allocation of $180. I'll enter 0 and below that I'll allocate the $180 payment correctly to the additional plan check fee. The system detects the double allocation and helpfully highlights the duplicates in red. Under the next payment. I'll apply the full payment amount to the building permit fee which automatically removes the duplicate allocation. Now I'll save in our payments have been allocated correctly to our fees. One tip with allocations is that you should add your fees first before you add payments. Otherwise, the payments won't be allocated.
For more information or training on this or any other citizen serve feature. Please submit a support request and we're happy to help.
And this is how citizen serve helps you track and allocate payments.