Quick Pay

AR Quick Pay Process

To view the video tutorial on the Quick Pay Process, click HERE.  

Quick Pay was designed to quickly post payments from the client's account. You can process one payment at a time using this process, so you may prefer to use batch payment processing if you have more than one payment to post.

1. Click Quick Pay on the Accounts Receivable Navigator.
2. Enter or select the client's account number.
3. Select the payment type.
4. Enter the check or reference number.
5. Enter the payment amount.
6. Select the account the payment with be deposited to.
7. Enter a reference as needed.
8. Select the invoices to pay by clicking in the "*" column.
9. Adjust the payment amount in the ApplyAmt field as needed.
10. Adjust the discount amount in the Discount field as needed.
11. If you payment is not used in full, select one of the following options:
    • Discount/Allows Remaining: discounts the remaining balance from the payment if not used in full
    • Post open payment with remaining: post the remaining balance from the payment as an open credit on the client's account
12. Enter or select batch to associate the payment with and existing batch (deposit).