Page tree

You can use Payment Codes for reoccurring payments such as scholarships or automatic withdrawals. If you're tracking families, payment codes are assigned to the family. If you are not tracking families or if a customer does not have a family, payment codes are associated with the customer.

You can add, edit, or delete a customer's payment codes.

 To Add Payment Codes for a Customer
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers and click Go .
  3. On the Customer tab, select the customer's record and click Edit.
  4. On the Payment Codes tab, click Add.
  5. In the Payment Code drop-down list, select the payment code you want to add. A description of the payment code displays in the Payment Description field.
  6. In the Fee Description drop-down list, select a fee to which the payment code applies.
  7. In the Frequency drop-down list, select the frequency of this payment.
  8. In the Amount field, enter the amount of the payment.
  9. In the Pay Type drop-down list, select the method of payment you want to use.
  10. Under Schedule Information, select Schedule Payment to schedule occurrences for this payment. See Scheduling Payments to learn more about scheduling payments.
  11. Click OK to return to the customer's record.
 To Edit a Customer's Payment Codes
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Customer tab, select the customer's record and click Edit.
  4. On the Payment Codes tab, select the payment code you want to edit and click Edit.
  5. In the Payment Code drop-down list, change the payment code, if necessary. A description of the payment code displays in the Payment Description field.
  6. In the Fee Description drop-down list, select a fee to which the payment code applies.
  7. In the Frequency drop-down list, change the frequency of this payment, if necessary.
  8. In the Amount field, edit the amount of the payment if needed.
  9. In the Pay Type drop-down list, select the method of payment you want to use.
  10. Under Schedule Information, select Schedule Payment to schedule occurrences for this payment. See Scheduling Payments to learn more about scheduling payments.
  11. When you have finished editing, click OK to return to the customer's record.
 To Delete a Customer's Payment Codes
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Customer tab, select the customer's record and click Edit.
  4. On the Payment Codes tab, select the payment code you want to delete and click Delete.
  5. Click Yes to confirm the payment code's deletion.
Additional Field Information


Payment
Select if you are adding or editing a payment to the customer's record.

Credit
Select if you are adding or editing a credit to the customer's record.

ACH
Select if you are adding an ACH credit or debit transaction to the customer's record. To learn more about this, see Adding an ACH Payment.