Payment

The Payment form is used to record payments received from clients. You may also post other charges to the client's account. Payments are accurately reflected in your month end statements and invoices.

The payments are for any money owed to the agency, as printed in the month end statement for the client. The payment is credited to the client's account, and on the next statement will be listed along with a thank you note.

You can also post charges to the client account for administrative or other fees by entering a negative amount for a payment.

Client Payment form

Please refer to Client Payment Basics for steps to access this form.

The Payment form is NOT used for Debtor payments. To record Debtor payments use the Transaction form.

Client

This is the name of the Client for whom you are about to post this current payment or charge. If this is blank, press F2 to pick from your client list. If you are posting through the Client form, you should see the current client's name here.

Date

This field displays the date of the payment. Press F2 to pick from the list of dates. This date is used by Collect! when generating statements.

This date can greatly affect the final amount on the statement. If the total on the statement is not correct in regards to client payments, then you should verify the date of each payment.

By default, the current date is displayed. You may use the calendar to select the appropriate date.

Amount

This field shows the amount of the client payment or charge to the client account. Please note positive entries are credits to the client's account while negative entries are debits.

Description

This is a brief description of the payment or charge, and is copied into the client's statement. If no description is entered and the payment amount is positive, Collect! will insert the comment "Payment received, thank you" when generating statements. This can be edited by you for each line item in the statement.

For example, you may want to specify "partial payment from statement", or "payment statement total Sept.", or describe a charge being made.

Delete

This button is visible on the list of all client payments. Selecting this button will delete the highlighted record from the database.

Edit

This button is visible on the list of all client payments. Selecting this button will allow you to edit any data on an existing record.

New

This button is visible on the list of all client payments. Selecting this button will save any data you have entered and create a new record.

Help

Press this button for help on the Payment form and links to related topics.

Cancel

Selecting this button will ignore any data you have entered and return you to the previous form.

OK

Selecting this button will save any data you have entered and return you to the previous form.

<<

Selecting this button will take you back to another record.

>>

Selecting this button will take you forward to another record.

Importing Client Payments

With Collect! Version 11.4.3 and newer, you can import and export Client Notes, Client Attachments, Client Contacts and Payments. This requires that you are licensed for the optional Import/Export module.

Sample import maps are shipped with Collect! and are available for download from the Collect! Member Center widgets area.

Collect! Member Center Widgets

See Also

- Client Payment Basics - Introduction/Accessing
- Import/Export Topics