Client Payment Basics

The Client Payment form stores transactions for charges or payments for the client. Its primary use is recording client payments toward monies owed to your agency. Most importantly, this information is used when generating statements for the client. Then after you send your statements, and your clients make a payment toward their account, the payment information is recorded on the Payment form.

If you are converting over to Collect!, you can use this client Payment form to record the cut off receivable or payable amount. When the first statement is generated for this client, your accounting cycle will be adjusted by the recorded amount.

You can charge fees for services rendered, membership fees or products offered, through this form as well. When the transaction does not have to be tracked on a debtor, then this form can be very handy for entering these amounts.

It is easy to attach a pick list of any reusable choices on the Description field of the Payment record. Examples of this are shown in the documentation on Payments.

Client Payment form

Accessing Client Payment

The Client Payment form may be accessed in many ways. Providing you have access to the various menus and forms, you can use one of the following ways to get to the Client Payment form.

1. Using the menu bar at the top of Collect!, select Browse to display the drop-down menu. Select Payments from this menu and the list of client payments will appear.

2. Using the menu bar at the top of Collect!, select Browse to display the drop-down menu. Select Daysheets from this menu and the Day form will appear. Select the button labeled Payments to display the list of client payments.

3. From the Main Menu, select the Daily Administration button to display the Daily Administration menu. Select the Payments and Charges button to display the Payments and Charges form. Select the button labeled Client Payments and Charges to display the list of client payments.

4. Using the methods listed in Accessing Client, open a Client form. With the Client form on the screen, simply select the Payments tab to display the Client Payment form.

See Also

- Payment