Paying a fee (CDR Billing)

You can use the Application InfoViewer to pay one or more fees that have been charged to an application. When you pay a fee, Infor Public Sector subtracts the amount of the payment from the total owed on the application and changes the fee status to Paid if the payment covers the full amount, or Partially Paid if the payment doesn't cover the entire fee.

When you pay a fee, Infor Public Sector also generates a payment transaction with a status of Paid. You can view the transaction in the Payment Transactions grid on the Transactions tab. If the fee was previously billed, Infor Public Sector will mark the line item as paid.

You can use standard payment methods, such as cash, check, or credit card, to pay standard, initial deposit, and additional deposit fees. At cost fees are paid with deposit accounts.

  1. Load the application you want in the Application InfoViewer.
  2. Select the Fees tab and the Fees subtab.
  3. Click the Pay Fees link above the All Fees grid.
  4. Under Fees, select the fee you want to pay.
    You can select one or more fees for this payment to apply to by clicking each fee in the grid. Infor Public Sector pays each fee following a payment order established by your agency. If the amount of the payment is less than the total amount of all of the fees that you are paying, Infor Public Sector follows the payment order until the payment amount is reached. You can then create another payment to cover the remaining fees or portion of a fee. If the amount of the payment is greater than the total amount of all the fees you are paying, Infor Public Sector creates an overpayment on the associated billing account
  5. Under Applicants, ensure that the applicant who is paying the fee is selected.
  6. Under Fee Payments, enable editing in the grid and click Add.
    If the applicant is associated with any escrow accounts, Escrow is selected in the Payment Method list by default and a grid is displayed listing those accounts and their balances.
  7. Select the method of payment from the Payment Method list.
    The fields change depending on the payment method you select. For example, if you select Credit Card, Infor Public Sector adds fields for the credit card number, expiration date, and card holder’s name. Miscellaneous payments are payments not covered by the other options, such as intra-agency payments or credit vouchers. For miscellaneous payments Infor Public Sector also provides a Payment Type field to record the kind of payment.
  8. Ensure that the Received Date field has the correct date for the payment.
  9. Specify the amount of the payment in the Payment Amount field.
  10. Provide the information in the remaining fields according to the type of payment.
  11. Click Save.
    Infor Public Sector shows the payment under Fee Payments. The fee information at the bottom of the dialog box reloads to reflect the payment. Note that no fees are paid until you click Pay.
  12. When you're finished recording payments, click Pay.

    Infor Public Sector records the payment, subtracts the payment from the total owed for the application, generates the fee payment transaction record and fee payment records, and updates the fee status accordingly. If you paid using an active escrow account, Infor Public Sector subtracts the payment amount from the account's balance. Infor Public Sector also attempts to advance the application through its permitting process. In addition, if your agency has purchased Billing for CDR, the current balance for the associated billing account will reflect the payment of the fee.

    If you underpay or overpay a fee, Infor Public Sector shows a dialog box informing you of this and asking if you want to continue. Click OK to continue. Infor Public Sector will generate an overpayment (the difference of what the customer paid minus the actual fee) in addition to a fee payment record. Note that you can't overpay a fee using an escrow account. If you pay using an inactive escrow account, Infor Public Sector requires supervisor approval.