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How To Receive Or Record A Payment For A Single Order

To receive or record a payment for a single order, follow the steps below: 

 

1. Click on Actions to display the menu, and then on View Invoice. 

MANAGE ORDER: 232-00024 A @ (SeeOrderHistory) Order Details Borrower Property Appraisal Vendor Review Reports AVMs Linked Orders Potentially 2 duplicate orders exist for this property Click the expand icon to see details. Documents Comments Order Details Order Type Appraisal Number Status Billing Method Client Name Client Address Investor Name Loan Number Transaction Type Loan Type Date Needed (Due Date) Appraiser Due Date Residential Appraisal 232-00024 Completed Invoice Flagstar PROD Request Status Update 5151 corporate Drive, Troy Ml 480g8 N/A 505905992 N/A N/A 2/15/2023 2/14/2023 Order Type Group Order Source Client Display Name Property Appraised Before FHA Case Number Loan Closing Date General Options See History Update Status Printer Friendly Version Edit Order Duplicate This Order order 1004D Pause Automated Alerts Do Not Apply Follow Up Rules Do Not Allow Auto Assignment Re-generate Engagement Letter ValueLink Orders View ValueLink Order Detail Assignment Options Assign To Appraiser Assign via Broadcast Assign To Reviewer Assign To Staff Actions Order Management Set Inspection Date Submit Appraisal Report(s) submit to ucop Final Appraisal Review Rate Vendor Send Order Re-send Order To Appraiser Send Order Details To Client Send Report To Borrower Email Appraisal Report(s) Invoices View Invoice Send Payment Link To Borrower View Appraiser Invoice View Reviewer Invoice

 

2. On the Invoice screen, click on Actions to display the menu and then on Receive Payment. 

INVOICE FOR: 232-00024 (27183 LEROY ST ROSEVILLE Ml 48066) Invoice details ValueLink Demo (Staging 3) 17350 State Highway 249 = Actions Printer Friendly Version Receive Payment Email Invoice Request Payment By Email Houston, TX 77064 1 _888.587_0805 Tax ID # 000 Invoice To: Flagstar PROD 51 51 Corporate Drive Troy Ml 48098 DESCRIPTION Order Type: Order Number: Property Address: Borrower. Order Date: Item 1004 SFR Invoice Number. Invoice Date: Order Date: Loan / Client File Number: Vendor File Number Completed On: Ordered By. Residential Appraisal 232-00024 27183 LEROY ST ROSEVILLE Ml 48066 MICHAEL FIELDS 2/7/2023 Add Comments save as PDF 232-00024 2/7/2023 2/7/2023 505905992 N/A 2/7/2023 KAREN HARRIS SUBTOTAL Amount 520.00 S520.oo

 

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

ADD NEW PAYMENT RECEIVED Appraisal Details Appraisal Number Property Address Borrower Name Appraisal Fee Payment Details Client (required) Flagstar PROD Payment Method (required) Select One Payment Amount (required) 520.00 Payment Date (required) Other Information Other Details 232-00024 27183 LEROY ST ROSEVILLE Ml 48066 MICHAEL FIELDS 520.00 Ordered By Amount Paid KAREN HARRIS Payment for Order Number 232-00024 Save Payment Cancel

 

4. With integrated payment processing activated on the system, you can select Credit Card as the payment method and charge the card directly from the system. Just select “Record Payment & Charge the Payment Amount to Credit Card” under transaction options. 

Credit Card Information Enter valid CC information and select the option to "Charge Credit Card" if you wish to charge this card. First Name (required) Card Type (required) Select One Expiry Month/Year (required) VI 2023 Cl Billing Address is same as the property address Billing Address (required) Billing City (required) Zip (required) Transaction Options@ O Record Payment without charging the Credit Card @ Record Payment & Charge the Payment Amount to Credit Card Other Information Other Details Payment for Order Number 232-00024 Last Name (required) Card Number (required) Card Code Billing State (required) Select One Save Payment Cancel

 

5. Click on Save Payment to record the payment. 

Other Information Other Details Payment for Order Number 232-00024 Save Payment Cancel

If you have chosen to charge the card, the payment will be processed and your payment gateway provider will deposit the amount in your bank account. 

 

 

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