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Altering Payments
Occasionally, you may need to change or delete a payment you previously entered. To do so,
| • | select the customer through Customer Activity, |
| • | click on B - Customer Processing, then click on B - Change or Delete Transactions. This will pull up the customer's complete transaction history. |
| • | Click on the transaction you wish to change or delete, and it will then be highlighted in blue. |
| • | Then, click on Select at the bottom of the screen. If you need to change the payment amount, payment date, transaction description, or check number you my do it here, and then click on Save Changes. |
Other Payment Information
| • | To change your system options regarding payments, click on Payment Options. |
| • | For help regrading a customer's "Amount Due Today", click on Amount Due. |
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