Payment Quick Add

The Payment QuickAdd page is used to quickly add, distribute and freeze payment events for up to fifteen accounts. Open this page using Main Menu > Payments > Payment Quick Add .

Description of Page

Specify the Tender Control ID in which the tenders will be recorded. Every new tender must reference an open tender control. The system will attempt to default an appropriate tender control as follows:

Specify the Payment Date. The current date defaults. Note that you can modify the payment effective date on the Payment Event page. See Payment Event - Main for more information.

Enter one row in the grid for every payment event to be added. The following information is entered for each payment event:

Note:

Shortcut. If you enter a Match Type of "bill id" and leave the Match Value blank, we assume the taxpayer wants to pay the latest bill.

After specifying the various accounts and amounts in the grid, click the Distribute and Freeze button. When you click this button, the system attempts to create a payment event for each row in the grid. Four potential outcomes are possible for each row:

You should correct each such line and then press the Distribute and Freeze button.

You must clear the line and add a payment using the Payment Event transaction (note, if you use the Account context menu to transfer to the Payment Event page in add mode, you won't have to retype the Account ID when you add the payment event).

You must press the adjacent go to button to drill to the payment event where the error can be corrected.

Note:

Separate Commits. This page is unusual in that each payment event is committed to the database independently. For example, if you enter seven payment events and one is invalid, six payment events will be added to the database when you press Distribute and Freeze. When the page is redisplayed, the rows containing the valid payments are protected and an indication of their validity is displayed. The row containing the invalid payment remains unprotected. You can correct the erroneous payment and then press the Distribute and Freeze button again.

After you've added a group of payments, you should press the clear button (or Alt-C), to ready the page for the next group of payment events.