The Payments Detail Form contains more payment-specific information than is available on the Payment Summary Form, along with any corresponding actions that you may need to perform. This form is blank when you are entering the full details of a new payment. If you are entering a payment using preformats, entering payments using Quick Entry from preformat, or copying payment information, the Payments Detail Form contains the details of the first selected Preformat. Some tips for entering information on a Payments Detail Form are available.
From the Payment Summary Form, select a payment. To select multiple payments, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.
Click Go to Details. The Payments Detail Form, containing the details of the first selected payment, appears.
Review the payment details. If a multiple line button appears next to a field, click it to see all available information. Note: The contents differ based upon the payment method. Click here for information about payment methods.
To review the details of the next payment selected on the summary form, without acting on the current payment, click Next. When this form contains the details of the last selected payment, click Next to return to the summary form.
Notes:
To submit the current payment for processing, click Submit.
To submit the current payment for processing and save the information as a preformat for future payments, click Submit and Create Preformat. For additional information on how to Submit and Create Preformat, click here.
To submit the current payment for processing and save a copy of the information for creating another payment transaction, click Submit and Copy. For additional information on how to Submit and Copy a payment transaction, click here.
To copy entered payment information in order to create another payment transaction, click Copy. Note: To copy payment information, a transaction must be first selected on the Payment Summary Form.
To verify the current payment, click Verify.
To authorize the current payment, click Authorize.
To release the current payment, click Release.
To indicate that the current payment contains errors and must be repaired before it can be processed successfully, click Send to Repair and enter a reason for the repair in the Enter a Reason dialog box.
To delete the current payment, click Delete and enter a reason for deleting the payment in the Enter a Reason dialog box.
To print the information on the detail form, click the Print Button at the bottom of the left side of the form or click Other Options and click Print Detail.
To return to the Payment Summary Form at any time, click Return to Summary.
For information on the Other Options available, click here.
The command buttons available on the Payments Detail Form vary based on the status of the current payment. When you click a command button, the current payment proceeds to the next step in the process, as defined by Flow Control requirements: