3.2 - Paying Fees

 

Introduction

This is a self-guided class.
Watch each demonstration video and review the supplemental documentation.
Required Submission(s) & Business Analysis for your implementation can be found at the bottom of each training section.

 

Questions?

On training content - email or call: Helpdesk, 503-373-7396
About assignments or your project - email or call: Your Project Managers, 503-378-2950

 

Class Objectives

Know when to invoice fees based on best practice.
Invoice fees.
Accept payment using multiple payment types.
Apply a partial payment to an individual fee item.
Accept payment on a POS item.

 

Audience

ALL

 

Practice Instructions
This document lists the practice steps required to become proficient with the class objectives listed above.

Training Instructions (PDF)

 

Paying Fees
Demonstration Videos
    
TOTAL TIME: 1 hour, 5 minutes

Introduction and Tour of the Payment Portlet (7:35 mins)

Payment Details (5:44 mins)

Multiple Payment Methods (2:52 mins)

Fund Allocation Illustration (3:29 mins)

Full and Partial Payments (11:47 mins)

Deposits (2:39 mins)

Amount Not Applied (7:37 mins)

Giving Change (1:31 mins)

Credit Card Transactions (11:44 mins)

Point of Sale (POS) Payments (3:20 mins)

Receipt Reports (6:27 mins)

 

Supplemental Documentation

Paying (PDF)

Credit Card Magnetic Stripe Reader Options (PDF)