Payment Processing Web Training– This is where you'll find information on the day to day operations in regards to payment entry, credit cards, direct check and post dated check processing.

The “Overview” briefly explains the option, the “Management Training Video” provides in depth training regarding the set up of the option and the “Round Tables” are Q & A discussions surrounding the concepts, relationships and uses for the option.

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Subject

Used in/for

Overview

Management Training Video

Round Tables

Credit Cards: Processing and Applying payments to accounts, and creating credit card batch files.

• Processing Credit Card transactions that are ready to be applied to accounts.

• Creating Credit Card batches to be sent to a 3^rd party

• Creating Credit Card batches that clerical persons can use to automate applying credit card payments to a debtors accounts.

Overview

Training

Client Agency Payment Transaction Entry

• Processing payment transactions between the client and the agency.

Overview

Training

Unposted Payment Batch Inquiry

• Lists users who have entered payment transaction that have not yet been posted

• Gives option to clear other users debtor/agency transactions

Overview

Training

Omit Transactions From a Clients Statement

• Omitting payment transaction from a clients statement.

Overview

Training

Payment Batches: Changing payment date, Clearing a payment batch, and applying an adjustment code to an unposted batch.

• Delete unposted payment batches

• Change posting dates for unposted payment batchs

• Apply an adjustment code to unposted payment batches

Overview

Training