Process payments

Fee Items Pay button

The Fee Items Pay button allows you to specify payments for particular set of sets record members. You can apply a specific amount to all record invoiced fee items. The specified fee payment amount is only applied to record members where the invoiced fee item amount due is greater than or equal to the amount being applied to the fee item. After you submit a specified payment, the Pay page displays and the Amount box is populated with the total amount. You can pay only this amount by selecting the payment method and selecting the Submit button on the Pay page. Use the buttons at the top of the page to Submit, Reset, or Cancel payments.

To make specific fee item payments

From the Cashier Session page, select New session.
Select the Sets main link
Select the Sets tab.
Select the set of sets for which you want to make a payment.
Select the Payment tab.
Review the fields for the selected set of sets. For field descriptions, see Payment details for a set.
Select Fee Items Pay at the top of the page.
Complete the fields for the selected set of sets. For field descriptions, see Fee items pay fields.

Note: If a record has multiple fee items that are the same, only the first fee item displays in the Fee item list. Duplicate fee items for individual records do not display.
Select Submit.

Note: The specified amount displays in the Amount field, which is read-only.
Complete the fields on the Pay page. For field descriptions, see Payment processing fields.

Make full payments with the pay button

You can pay record set member invoice amounts in full as necessary.

To make a full payment

From the Cashier Session page, select New session.
Select the Sets main link
Select the Sets tab.
Select the set of sets for which you want to make a payment.
Select the Payment tab.
Review the fields for the selected set of sets. For field descriptions, see Payment details for a set.
Select Pay at the top of the page.

Note: Civic Platform displays the Pay page and populates the Amount field with the total invoice balance due.
Complete the fields on the Pay page and select Submit. For a list of field descriptions, see Payment processing fields.

Make partial payments with the pay button

From the Cashier session page, select New session.
Open the Sets page and select the Sets tab.
Select the set of sets for which you want to make a partial payment.
Select the Payment tab.
Review the fields for the selected set of sets. For field descriptions, see Payment details for a set.
Select Pay at the top of the page.
To make a partial payment, which means paying less than the invoice balance due for all set of set record members, enter a smaller amount in the Amount field and selectSubmit.
Complete the fields on the Apply payment page. For a list of field descriptions, see Apply partial payment fields.
Select Save.

Note: If you are making a partial payment towards any of the fee items using cash, Civic Platform displays a message indicating the remaining change due.
Select OK.

Void a payment

From the Cashier Session page, select New session.
Select the Sets main link
Select the Sets tab.
Select the set of sets for which you want to make a partial payment.
Select the Payment tab.
Locate the Transactions section, select the payment you want to void, then select Void.
Enter any comments related to the voided transaction, such as a reason for the void transaction.
Select Submit.