Receive Payments

1. Click Billing in the left-hand menu.
2. Click the Billing Center tab.

   

3. Click the desired member in the member list.
4. Click New Payment.

   

5. Select the deposit account to which funds should be deposited from the Deposit To drop-down list.
6. Complete the payment information fields including Payment Amount, Payment Date, and Payment Method.
7. Optional: Fill in the Reference number of the Notes/Memo field as desired. The reference number may contain the check number or the last 4 digits of the credit card or other identifying information. Notes/Memo is available for miscellaneous notes displayed on the payment. If selecting Credit Card and then capturing the credit card payment right away, then the Reference number and Notes/Memo will automatically be filled in.
8. If selecting Credit Card as the Payment Method, the Capture Payment button will appear. Click Capture Payment and complete the credit card information screen. The credit card will be processed with the amount specified in the Payment Amount field. NOTE: The Capture Payment button is only available for Plus users that have Authorize.net, Beanstream, IPP, or PayPal Website Payment Pro processing. If you are using a 3rd party credit card processor, you will simply select Credit Card as the payment method. In this case, the best practice is to enter the last four digits of the credit card in the Reference Number field.

   NOTE: When you apply a payment using a credit card if the card is declined, do NOT save the payment screen that way it will not apply the payment to the invoice.

   

9. To apply the payment to a particular invoice(s), click to select the checkbox in front of the invoice that this payment applies. Deselect any invoices that do not apply, by default, the oldest invoice will be selected.
10. Click Save.
11. If desired, click Print or Email to print/email a payment receipt.

NOTE: If you wish to print a Paid Invoice, you can do this by reprinting the invoice to which this payment has been applied. The appropriate fields must be included in your invoice template.

When a member pays in the MIC but does not select an invoice OR chooses to make an additional payment, the Mbr Payments in the Task List will be incremented by one. To process the payment:

1. Click Mbr Payments in the Task List to view the incoming payment.

   

2. Click the Details link to view further details of the overpayment.

   

3. Copy the PN Reference #.
4. Click Billing in the left-hand navigation panel.
5. On the Billing Center tab, select the member who made the payment.
6. If the overpayment is to be applied to an open invoice, click the New Payment button.

   

    

7. Enter the Payment Amount.
8. Enter the PN Reference # copied from the details in the Reference # field.
9. Select Credit Card as the Payment Method. NOTE: Do not Capture Payment, as the card has already been processed.
10. Select the invoice(s) to which you wish to apply the payment.
11. Click Save.
12. Click Close.
13. Click Mbr Payments in the Task List.

    

14. Select Completed from the Status drop-down list for the payment you applied. The payment will be removed from the list, and from the Task List.

Related articles

• Apply an Unapplied Payment to an Invoice
• Process Non-Sufficient Funds (NSF) Check
• Search for a Payment
• Unapply a Payment