Working with Payments

Apply a Payment

1. From the Account Details screen, click on the Payments menu tab.

The Account Payments screen displays as shown above.

2. Click on the Apply a Payment button.

The Apply a Payment screen displays as shown above.

3. Click on the desired Payment Option's radio button.

a. If Payment Method (ex. Credit Card, ACH, etc.) is selected, use the Account Level Payment Method field's drop down arrow to select your desired account payment      method. 
b. If Net Terms is selected, click on the Payment Received Date's calendar icon and select a payment received date.
c. If Net Terms is selected, type in a Reference Code. For example, the check number.
d. If Net Terms is selected, type in any CSR Comments.

4. Use the Apply Against field's drop down arrow and select your desired method.
5. Click on the Amount fields Balance Due or Other Amount radio button.
6. Type in the desired Payment Amount, if Other Amount is selected in step 5. 
7. Click on the Submit button.

The Request Status screen displays as shown above.

8. Click on the View Details button.

The Account Payments screen re-displays as shown above inclusive of the applied payment. The image insert shows the applied payment for the account in Aria's Customer Care Portal.

9. Click on the Payment Transaction ID to see the form / detail view for the particular payment record.

Apply a Refund

A refund is the return of money that was previously paid by an account holder.

Viewing Unapplied Payments

1. From the Account Details screen, click on the Payments menu tab.

The account's Payments screen displays as shown above.

2. Click on the Payment's Transaction ID.

The Transaction ID's Details screen displays as shown above.  The image insert shows the unapplied payment amount for the account in Aria's Customer Care Portal.