A manual payment is a payment than an operator enters into Smile. For example, an
operator enters a manual payment when a customer wants to pay an invoice over the
phone with a credit card, or when a customer makes a cash payment at a retail shop.
This task explains how to enter a manual payment.
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Search for the account to enter the payment
against, then double-click account entry in the search results.
The Account summary page is displayed.
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On the Account menu, click New Payment...
A New Payment page is displayed.
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Select the payment type in the Payment type drop-down.
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Enter the required payment information.
Smile displays different fields for each payment type, for example, credit card
number and expiry date fields for credit card payments.
The value in the Amount field defaults to the account
balance. If a surcharge applies to the payment type, the Show
surcharge link is displayed next to the
Amount field.
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Click Pay.
The Allocate Receipt page appears and displays a
list of outstanding debits. If the payment is declined by the payment provider,
Smile displays an error.
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Do one of the following:
- Click Allocate next to a debit entry to allocate
the payment to that debit.
- Click Auto Allocate to allocate the payment to
the oldest unpaid debit.
- Click Don't Allocate to skip this step.
Smile performs the action and returns to the search
results.