Page 7 - How do I Apply a Deposit with Payment Predictor?

Apply a Deposit with Payment Predictor

The Payment Worksheet page displays.

 The Item List section of the worksheet displays the Pay Amt of the Invoice (Item ID).

 The Balance section displays the payment (Amount), the invoice amount (Selected), and the unmatched amount
(Remaining).

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1. Click in the Pay Amt field and change the value to the amount of the payment received.

2. Click the Save button.

 A new line is added with the unmatched amount.
3. Click the Worksheet Action link.

Ensure the Posting Action is Batch
Standard.
4. Click the OK button.
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5. Click the Save button.

The deposit will be picked up by the nightly
AR_Update process.
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The remaining balance will either be paid by the customer or written off.
 If the customer will pay the balance, enter a Conversation to record the promise to pay. For information about creating
conversations, refer to the How do I Create Follow Up Letters job aid.
 If the balance is to be written off, refer to the Write Of f and Workflow job aid for the write off process.

Page 7 of 8
Emory Confidential and Proprietary Last Revised on 2/26/2018 Return to Table of Contents