C. Adding Payments

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    A payment would be collected from the payor after a fee has been issued and money is due to the training provider.

     

    1. If you currently have the ledger item open, skip to step 2, otherwise search for an existing ledger item. In this example we will use the ledger item created in the “Adding Fees” section.

     

    1. To add a payment you can either search for the ledger by entering in student criteria and performing a search or switch tabs to find a ledger by payer criteria. Enter in the preferred search criteria and Click the “Search” button. The search results will be shown on a grid below the search criteria. Click the magnifying glass icon to open the ledger item.

     

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    1. To add a payment Click the “Add Payment” button.

     

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    1. If you want to attach an existing payment that is not attached to another ledger item review the following steps otherwise skip to Step 4. (This will only happen when you delete a ledger item with an automated payment. The automated payment will not be deleted but rather detached from any ledger)

     

    1. Click the “Copy” icon next to the Payment Collection Option dropdown.  Then Click the “Attach Payment” link on the last row of the popup grid.

     

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    1. Enter your search criteria and Click “Search.”

     

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    1. Select the radio button of the detached payment you wish to attach and Click “Insert.”

     

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    1. The payment is now attached to the ledger item.

     

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    1. Select a “Payment Collection Type.” If you do not have a merchant account setup in RES or you do not have rights to perform PayPal payments you will only see the Manual Transaction option. The Automated Referenced Transaction is not recommended because the wrong person could easily be charged, special settings in the PayPal account manager need to be set in order for the payment to be processed and it will only work with certain referenced transaction types.

     

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    1. Enter the payment information. You may copy an existing student fee or an existing payments’ information by clicking the copy icon.

     

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    1. Click “Charge Card” or “Save” depending on the “Payment Collection Option.”

     

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    1. The payment has now been saved.

     

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