To add a payment to a controlled batch from the Payments for Batch # window (see Controlled Batch Search):
Right-click anywhere in the Payments For Batch # window and select New. The Add Payment window is displayed.
Enter the account number to which this payment is to be applied and press TAB. The following fields are populated with the corresponding data from the specified customer account:
Customer Name
Account Status
Billing Status
Total Amount Due
Aging Group
Enter the desired payment information for this account and click Save. See From Payments Search Results for additional information regarding these input fields. The new payment for the specified customer account is added to the controlled batch and the Payments For Batch # window is updated to include the new payment. The input fields in the Add Payment window are cleared and the window remains open so you can continue to add payments.
Note
The first time you click Save, the Cancel button changes to Close.
When you are done adding payments, click Close. The Add Payment window is closed.