Manual Payment Workflow Step

This step is used to record a payment on the account in context. If there is a promise on the account, the payment is applied to the promise. This step can be incorporated into a workflow if an institution does not have a payment import. Payments recorded through this step appear on the Payment History screen.

Payments are automatically imported from an institution's core system, therefore this workflow step is not needed for those payments to appear on the Payment History screen.

If Profile Import is being used as the primary source of data for accounts, Payment Profile Import should be dependent on Profile Import.

-- Payment Profile Import dependent on Profile Import

INSERT INTO tblProcessDependency (ProcessID, DependencyID) VALUES (80, 34)

Field	Description
Payment Type	Select a payment type from the drop-down list.
Amount	Enter the payment amount on the account. This is a required field.
Payment Date	Select a payment date using the calendar icon. This is a required field.
Comments	If necessary, enter any comments about the payment.

When finished entering in the payment information, click Go To Next Step. The payment is applied to any promises and is documented on the Payment History screen. The workflow is recorded on the account’s Workflow History screen.