Applying payments to charges

When you add one or more payments in the Cash Register, Infor Public Sector shows the Payment Summary tab, which you can use to review and adjust the payment information. The upper grid on this tab shows the current payments, indicating the total amount of each payment, the amount that has been applied to current charges, and the amount still available. The Current Charges grid shows the current charges, including the total amount of each charge and the amount that has been paid.

As you add payments, Infor Public Sector automatically applies them to the current charges in the order the charges are displayed in the Current Charges grid. If you want to change the charge a payment is applied to, you can select that payment and click Clear. Infor Public Sector sets the applied amount to $0.00 and the available amount to the total amount of the payment. You can then select a charge in the Current Charges grid and click Apply to apply the payment to that charge. You can also click Advanced for additional distribution options, such as splitting the payment between two charges.

If the total amount of the payments is greater than the total charges, you can click Overpay to save the unused portion of a payment as an overpayment on a selected charge. Otherwise you can return the balance as change.

If you've made a mistake in entering one of the payments, you can click Reverse to void the payment. Infor Public Sector will add a void transaction to reverse the payment.

When you're ready to complete the transaction, click Receipt. Infor Public Sector completes the transaction, clears the Cash Register, and returns you to the Find Charge tab. Infor Public Sector also shows the Transaction Receipt dialog box, which shows a preview of the receipt. Click Print on this dialog box to print the receipt.