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Utility Billing Payments 3 - Manual Entry of Payments

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Utility Billing Payments 3 - Manual Entry of Payments Hi this is Zac Kibria and in this video, I will be teaching you how to manually enter payments into the system. You might have to do this in certain scenarios: e.g. If a customer calls in and ask you to process a card over the phone OR if you have a check payment a customer mailed to you (you would need to enter it, and then bank the check) The steps to Manually enter payments are as follows. First search customer’s name or customer account number on the search bar. Click Customer # of customer for whom we are adding a charge. Next click payments tab, click transaction type drop down and select payments. Click payment method and select method to be used i.e. credit card or check. For this tutorial I will be using cash- so I don’t have to process anything. After this under payment details you must now enter receipt email as well as payment amount. Lastly click blue make payment button to complete the payment and a receipt will be sent to your customer’s email address. Just a quick note- by default the allow duplicate transaction option is unchecked. This is a failsafe in the system to ensure you do not register the same payment twice. You can click to allow duplicated if you require for certain situations e.g. credit card limit is 5K and your bill is 10K and you want to be charged twice. Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
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