Enter a Payment

NOTE:  To learn more, watch the video Posting a Payment.

Step 1: Open a debtor or select the Debtors Folder.

Step 2: Click the 'Enter Payments' button from the Actions Panel. An 'Enter Payments' dialogue box will pop up.

Step 3: Type in the amount of the payment in the 'Amount' box.

Auto Allocation is check marked by default.  This will use the defined payment allocation rules to split the payment amount among the accounts or line items properly.  Notice the check mark for ‘Auto Alloc’, also the tab says automatic

Manually allocate the payment by unchecking the ‘Auto Alloc’ option and you can then type in the payment amounts as you would like for each account or line item.  As payment amounts are manually entered the top tab will show the remaining amount to be applied.

Step 4: Select the Posting Date for the payment

Step 5:  Select the Payment Type.  If you select Credit Card the card type box will activate and you can select Amex, Discover, MC, and Visa.


Step 6:   Document # and Comments are optional fields.  Information for these fields will go into the notes.  Document number is often used to hold a check or Money order number.


Step 7:  Fill any Custom Payment Fields if they have been added by your administrator. 


Step 8:  Receipt and Payment Fees may be activated depending your specific setup.  If this is not active it will say (Disabled) in parentheses.  Click the + to expand an of the options for review.

Step 9:  Collector- this option has been added to allow credit for the payment to be given to another collector if needed.  This is helpful if a single individual is posting payments, but credit for collection should be given to another.  The default will display as the collector assigned to the user currently logged in, but all collectors will be available.

Step 10:  Active button options-

Select the accounts the apply the payment with the ‘All’, ‘None’ or ‘Items on a Payment Plan’ buttons towards the bottom.  If Auto Allocation is selected it will do this by default

Select ‘Clear All Allocations’ if you would like to start the payment allocation over and manually allocate

Step 11: Click Post to save the payment.

Step 12:  Post and Do Another is also an option.  If you post and do another the payment dialog box will remain open, and you can post an additional payment on this debtor.

If you would like to search for a new debtor to post a payment click the ‘Search Debtors’ button.

The Search Debtors or Accounts dialog will open and you will search for a new debtor.  Highlight the new debtor and click OK to post a payment to this new debtor.

**Post and Do Another is helpful when you have a stack of payments to post.  This will eliminate having to move back and forth through Debtor folders, and can save you time.

Places to view the Payment information:

Payment information can be viewed in several places on both the Debtor and account record.
Summary:  The Debtor and Account Summary will display a Paid Amount field

Notes: Notes will display date and time of payment along with Payment Amount and any comments entered.

Account Folder detail:  Open the Account Folder and review the line item detail to see which Line Items received the payment.

Line Item Detail:  Double Click on any line item to review in more depth the payments or adjustments made to that line item.

Main Support Line:

All Support Team Members (866) 684-7387      RR_Support@ontariosystems.com
Chris Stickney (Support) Ext. 5673 Chris.Stickney@ontariosystems.com
Angel Davis (Support) Ext. 5756 Angel.Davis@ontariosystems.com
Brooks Robinson (Support) Ext. 5748 Brooks.Robison@ontariosystems.com
Kellie Mendenhall (Consultant)      Ext. 5676 Kellie.Mendenhall@ontariosystems.com
Aaron Burge (Installation) Ext. 5710 Aaron.Burge@ontariosystems.com


Mailing Address

4400 NE 77th Avenue, STE 100
Vancouver, WA 98662