Payment Entry
Left-hand Navigation: Compass Billing » Compass Billing Actions » Payment Entry
Use this page when you need to post payments to multiple chapters.
- Fill in these fields to add a Payment Entry (bolded are req'd):
- Chapter
- Date to be Entered On
- Payment Amount
- Payment Description
- Payment Method
- Payment Number
- Name on Check
- Transaction Notes
- "Create Payment"
- Continue this process until all payments are added.
Payments will be listed in the Unprocessed Payments section of the page. You can review all details for payments entered from here. You can choose to delete a payment or Process All. Once you select Process All, the payment will be posted to the chapter's Statement of Account.
Alternate Method
You may also add a payment on a Chapter’s record.
- Choose the Chapter under Chapters > My Chapters.
- Click the Compass Billing tab on their record.
- Click the Statement of Account sub-tab.
- Click the Add Payment button.
- Click Client Payment tab.
- Fill in these Fields (bolded are req'd):
- Enter the Amount of the payment.
- Select the Transaction Type of PMT.
- The Account picklist is not available because payments cannot be applied to an account code.
- Select the Payment Method from the picklist.
- Enter the Name on Check, if applicable.
- Enter a Description.
- Enter Transaction Notes is applicable.
- Click "Add Transaction".
You should only need to enter a payment for a chapter if a physical payment is received at headquarters. All payments made through an OmegaFi application are recorded automatically.