Payment and Funding Types
1. Click on the Accounting menu.
2. In the Navigation pane, click Accounts and then Official Accounts.
3. There are three ways to Manage Payment and Funding Types
· Within the tool bar directly above the Navigation pane, click the Payment and Funding Types button
· Within the Actions pane, click the Payment and Funding Types link.
· Within the Account list, double click on the account number, The Account window opens. Within the Billing Tools ribbon group, click the lower portion of the Funding button to access a dropdown menu. From the menu, select Manage Funding Types.
4. With either option, the Payment and Funding Types popup opens. Click the line marked within an asterisk. Once you start typing, a new row appears allowing you to add multiple items.
5. Within the field, type-in the type explaining the payment types you are applying to the account. For example, a type can be a standard payment, discrepancy, bad check, etc.
6. Within the Actions ribbon group, click the Save (to save and stay) button or click on the Save & Close (to save and exit) button.
Payment and Funding Methods
1. Click the Accounting menu.
2. In the Navigation pane, click Accounts and then Official Accounts.
3. There are three ways to Manage Payment and Funding Methods:
· Within the tool bar directly the Navigation pane, click on the Payment and Funding Methods button.
· Within the Actions pane, click the Payment and Funding Methods link.
· Within the Account list, double click on the account number, The Account window opens, within the Billing Tools ribbon group, and click the lower portion of the Funding button to access a dropdown menu. From the menu, select Payment and Funding Methods.
4. With either option, the Payment and Funding Methods popup opens. Click the line marked within an asterisk. Once you start typing, a new row appears allowing you to add multiple items.
5. Within the field, type-in the method that explains what form of payment you accept. For example, cash, check, credit, debit, etc.
6. Within the Actions ribbon group, click on the Save (to save and stay) button or click on the Save & Close (to save and exit) button.
Payment and Funding Locations
1. Click the Accounting menu.
2. In the Navigation pane, click Accounts and then Official Accounts.
3. There are three ways to Manage Payment and Funding Locations:
· Within the tool bar directly the Navigation pane, click on the Payment and Funding Locations button.
· Within the Actions pane, click the Payment and Funding Locations link.
· Within the Account list, double click on the account number, The Account window opens, within the Billing Tools ribbon group, and click the lower portion of the Funding button to access a dropdown menu. From the menu, select Payment and Funding Locations.
4. With either option, the Payment and Funding Locations popup opens. Click the line marked within an asterisk. Once you start typing, a new row appears allowing you to add multiple items.
5. Within the field, type-in the locations. For example, drop box, mail, OTC, etc.
6. Within the Actions ribbon group, click on the Save (to save and stay) button or click on the Save & Close (to save and exit) button.
Deleting a Type, Method or Location
1. Click the Accounting menu.
2. In the Navigation pane, click Accounts and then Official Accounts.
3. There are three ways to delete a type, method or location:
· Within the tool bar directly the Navigation pane, click the appropriate button.
· Within the Actions pane, click the appropriate link .
· Within the Account list, double click on the account number, The Account window opens, within the Billing Tools ribbon group, and click the lower portion of the Funding button to access a dropdown menu. From the menu, make the appropriate selection.
4. With either option, the window opens.
5. Right click the selector box next to the name, a small popup box opens and within the box click Delete.
6. Once you click Delete, a message box appears verifying that you really want to delete the item. Click Yes within the box to continue or No to cancel the operation.
7. Once selected, cairs.net draws a line through the name; allowing you to delete multiple items at once.
8. If you do not want to delete the item, right-click the record to access a popup menu and from the popup, click Undelete.
9. Once you select Undelete, a message box appears verifying that you really want to keep the item. Click Yes within the box to continue or No to cancel the operation.
10. Within the Actions ribbon group, click Save & Close.
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