Occasionally, you may have someone who makes a payment to a billing that has not been invoiced yet. It's possible to make a payment to these billings without first creating an invoice.
Note: if there is more than one registration which should be part of this invoice, you must group the registrations before you complete this routine to have them assigned to the same invoice.
To make a payment to billings which haven't been invoiced:
- Open the registration and click the Payment button to open the Payment screen.
- On the Billing record, click the Apply Payment (to Invoice) button. When you click this button:
- The system assigns an invoice number to the billing record.
- Opens a new payment record and enters the assigned invoice number in the Paid to Invoice # field.
- Enter the payment details (i.e. select pay type, enter check or cc number, etc).
- Click the Save button to save the payment.
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