Receive a payment for a record

You can work from both the Payment tab in a record or the Payment processing page to receive payments for records.

If your agency is an on-premise agency, a third-party clearinghouse processes your payments.

Note: You must start a cashier session before you can process a payment. If you do not, Civic Platform automatically displays a cashier session window. You can select the New session button to open a session or continue a previous session by selecting the red X on the top right corner to close the pop-up window.

  1. On the Record page, find and open the desired record.

  2. Select the Payment tab.

  3. Select Pay.

  4. From the Payment method list, select a payment method.

  5. Complete the required fields and others as needed. See Common payment details, Cash payment details, Credit card payment details, and/or Check payment details for field definitions.

  6. If there are multiple payment methods or multiple payees for the payment, select Pay more, and repeat the previous two steps.

  7. Select Save.

    Important: If the payment is less than the total amount due, you need to allocate the paid amount among the fee items before completing the payment (see Receive a payment for a record).

  1. On the Payment processing page, select the Payment tab and find the desired record.

    Note: The Payment processing page ignores the records that have negative outstanding total of its fee items.

  2. In the Payment list, select the record to which you want to apply a payment and select Pay.

  3. From the Payment method list, select a payment method.

  4. Enter the payment details for the selected payment method.

    See Common payment details, Cash payment details, Credit card payment details, and/or Check payment details for field definitions.

    Note: Some agencies set up a magnetic card reader to automatically read the credit card information (card type, account number, expiration date, first name, last name, cardholder’s name) into the corresponding Civic Platform fields.

  5. If you have multiple payment methods or multiple payees for the payment, select Save to save the payment details you just entered, and then select Add and repeat the previous two steps.

  6. Select Pay.

Note: If your attempt to process the payment fails, see Receive a payment for a record for information before proceeding anew.

Civic Platform automatically allocates the paid amount among the fee items in the payment. For information about allocation rules, see Receive a payment for a record.

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