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Payment Posting Transaction Codes
Transaction Code Description 18 Refund Post a refund on a customer’s account. If the customer has a credit on their account, this will post a debit (charge) to the account. 19 Transfer Post a transfer on a customer’s acc...
Posting Payments
Use Payment Posting to enter regular payments, charge card payments, transfers, refunds, and credits on customer accounts. Discounts can be applied to a customer’s account at the same time the payment is posted. After payments have been entered, p...
Make Payment to Customer with Payment Agreement
From the Main Menu, go to Posting Menu / Payments, Transfers or Refunds . Select Create . Enter the Division and User ID and choose Select . Enter the Cust# (or press F5 to select from a list), Transaction type, Contract # (if ap...
Void an Entry
From the Posting Menu , select Void Line Item . On the Please Select a Void Journal Number window, choose Create . Enter the Division . Enter the Date of the tickets. Enter the User ID . Choose Select . On the Select Customer wi...
Payment Integration Payments in Energy Force
Initiating an Integrated Payment Payments can be made in two locations within Energy Force.
Note: Private user permission is required. Payment from Posting Menu Navigate to Main Menu / Posting Menu / Make Portal Payment. Select the Divis...