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How to Create a New Payment Record1. Refer to the instructions on this workflow: Recording Payment 2. On the form field section to enter the details of the payment, refer to the table below for a brief description of each field. NOTE: Some of the fields found on the new payment form are optional, you do not have to fill them all. Refer to your business or institution's requirements as your guide in filling out the form.
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To import payments in bulk specific information is required as a minimum
Additional information is may be helpful/appropriate. Once this information is available the transactions/payments can be imported via the Import Wizard within the System. An overview of how our Import Wizard works can be found in this article: System > Import Wizard For more information or how to set up the import profile please contact our Support Team. |
Workflow
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