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Load Payment is used to recall a previously entered payment for editing. Load
Payment can also be used to reprint a receipt or remove a payment from the system.
If the system password is set, this function will be protected.
To load a payment for
editing, select Accounts from the Main Menu. From the drop
down menu, select Load Payment. The client search list is
displayed. Select the client for which the payment in question is to be loaded.
G-E presents an ascending list of all payments made by the client in the past in
the Select Payment
list.
Scroll through the list and select the payment you wish to edit.
The Edit Payment dialogue
is opened containing the information as entered when the payment was
taken.
Select the field you wish to edit and make the changes as needed.
Click Ok or press Enter to save the
payment with the new information. If a reprint of a receipt is all that is
required, check the Print Receipt check box and click Ok
without making any
changes.
Special
Note:
Care should be exercised when altering dates!
Changing a
payment month or the payment period at which the payment was taken will cause outstanding periods to be
altered.
Deleting a Payment:
The entire payment may be deleted
from here. This may be required should you enter a payment against an incorrect
client by mistake. Click the Delete Payment control to remove
the payment from the system. G-E will present a confirmation dialogue before
removing the payment from the system. The client's account will be updated.
New Payment
Reverse
Credit
Load Payment
Account Enquiry
Outstanding Accounts