Documentation
Documentation

Entering a Payment

Payments for certification components can be made after the order has been entered and before the order is invoiced in either the Orders or AR/Cash module.

The Enter and edit cash receipts window in the AR/Cash module enables you to enter a payment for an order after it has been invoiced.

When you select the Payments tab on the Enter and edit orders window in the Orders module, you can enter a payment after the order has been added, but before the order is invoiced.

To make a payment on an invoiced order

If you do not process a payment with a component registration, the order must be invoiced before a payment can be applied through AR/Cash. Payments entered in this manner update the order total payments and balance. From AR Cash, select Enter and edit transactions > Cash receipts to find the order and enter a payment.

After an order has been invoiced, it no longer can be edited. You must make payments on already-invoiced orders on the Enter and edit cash receipts window.

  1. From AR/Cash, select Enter and edit transactions > Cash receipts to open the Enter and edit cash receipts window.
  2. Click New.
  3. Tab to Invoice Number and enter the invoice number for the order. The system automatically populates the ID field.
  4. Enter a check number in the Check/CC field and press Tab.
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Note

If Advanced PCI Compliance > Do not retain cardholder information is enabled, iMIS saves transactions without cardholder data and shows only gateway reference number and authorization code fields.

  1. Enter a Payment Amount and press Tab.
  2. Double-click on the line item for the certification order.
  3. Click Save to save the payment.
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Note

You must print the invoice before you can apply the payment through the AR/Cash module.