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How To Receive Or Record A Payment For Multiple Orders

 

To record a payment for a multiple orders, follow the steps below: 

 

1. Click on Accounts at the top of the Dashboard to display the menu, and then on Accounts Receivable. 

ValueLink Home orders AVM Insights Accounts v Accounts Receivable Accounts Payable Admin isal (1124) Search BPO (0) Due Today Category Client Vendor Reviewer Q 0 Open Orders 1140 @ Order Trends Created Assigned Follow Ups 305 Reviewed Completed Active Revisions 172 6) Pending Payment 112 €9 Top Valdors Vendors DEF Appraiser Flagged Orders 90 Order Statistics Rush Orders 81 O O o O Create New Order • Cancelled Activities Active Late Followup 33 No orders were created during this time span 143 27 22 19 19 18 18 14 Past Due Date 846 @ Order Comments Order 648 428 384 Test AScope AMC HW Valuations Test - Clarocity Test - ValuTrac AMC ProTeck Test Vendor Test - Clear Capital AMC ABC Appraiser 109 18 20 19 18 17 16 14 12 Other My Expired Reminders Texas Appraisal Management 13 80b Acme 10 High Risk Orders A Unread Vendor SMS

 

2. Click on Create New Payment. 

Create Payment Create New Payment Import Payments A/R STATS Sl 17928.65 TOTAL RECEIVABLES 8810.00 TOTAL UNUSED PAYMENTS @ 256 UNPAID ORDERS 718 PAID ORDERS A/R TRENDS 100k 87,005 21 ,030 6,900 3,900 October November TOP CLIENTS WITH UNPAID DUES Lender GMM-San Diego GMM - Houston TX - Westchase LenderX - Kairos Client GMM - Houston TX - Galleria Flagstar IJAT Client LoanDepot AppraisalPort UAT Client A/R Trend for the Last 6 Months 34,160 29,350 December 34,317 January Revenue 23,683 2774 Payments Received March Amount Due 9,410.00 9,627.00

 

3. On the Add New Bill Payment screen, enter the details of the payment making sure that the correct Appraiser and Payment Method is selected. 

ADD NEW BILL PAYMENT Payment Details Appraiser (required) Select One Payment Method (required) Check Payment Amount Payment Date (required) /2023 Check Information Check/Reference Number Check * 123456 Check Date Cl Add Check to Print Queue@ Account Number Routing Number Other Information Other Details Save Payment Cancel

 

4. Click on Save Payment to record the payment. 

ADD NEW PAYMENT RECEIVED Payment Details Client (required) Select One Payment Method (required) Select One Payment Amount (required) Payment Date (required) Other Information Other Details Save Payment Cancel

 

5. Apply this payment against the outstanding invoices for this vendor by selecting the appropriate orders. Click on the Apply Payment button to confirm. 

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