Enter payment for a work order

Note that payments cannot be applied to a work order if the customer has a consolidated billing definition in existence for work orders.

1. At the EMMS main menu, click the Work Orders button. The Work Orders display screen appears.
2. Right-click on the work order and select Change. The Edit Work Order change screen appears.
3. Click Cost . The Work Order Estimated Charges display screen appears.
4. Click Payment . The Payment Details add screen appears.
5. Fill in the fields as required.

   Auth#is the authorization number provided by the bank for the payment, if required.

   Card/Cheque #is the credit or debit card number, or the cheque number, if appropriate. All tender types except cash require the entry of card information.

   Card Reader Numberidentifies which card reader is being used, if applicable. You can click on the Prompt button to select the card reader from a list.

   Cash Log #is the cash log number for the payment, if applicable.

   Expiry Monthis the expiry month on the credit card, if applicable.

   Expiry Yearis the expiry year on the credit card, if applicable.

   Nameis the name of the person as it appears on the credit card, if applicable.

   Payment/Refundidentifies whether the amount is a payment or a refund.

   Pre-authorizationidentifies whether or not pre-authorization is required.

   Tender Amountis the amount of money being paid, to 2 decimal places.

   Tender Typeidentifies how the payment is being made, e.g. cash, credit, debit, etc. You can click on the Prompt button to select the tender type from a list.

6. Click Enter . The payment is recorded and posted for the work order.

Back to Change a work order