Payment Event Quick Add

The Payment Event Quick Add page is used to quickly add, distribute and freeze one or more payment events using distribution rules. Open this page using Menu > Financial > Payment Event Quick Add > Search.

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:

• If the user has at least one open, user-specific Tender Control whose type is online cashiering or ad hoc, the system will default one, at random.
• If the user has no open, user-specific Tender Controls; the system will default an open, "all users" tender control if it can find one whose tender source has a tender source type of online cashiering or ad hoc. If multiple exist, one will be selected at random.

Specify the Payment Date. The current date defaults.

Use Number of Payment Events to indicate whether you intend to add a single payment event or multiple payment events.

Choose the multiple payment events option if you intend to add "simple" payment events. By "simple" we mean:

• A single account is both the payor account and the account whose debt is being relieved by the payment.
• The payment tender is not an auto-pay tender.

For all other cases choose the single payment event dialogue as it is designed to handle more complex payment event configurations such as when:

• The payor account is different than the payee account.
• Multiple payors cover payments for one or more payees.
• The payment tender is an auto-pay tender.

Once you have made your selection the page is adjusted to support the corresponding dialog.