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Payment (cobalt_payment)

payment_form.png

General Tab

  • Amount - The field is for the amount of the payment.
  • Payment Type - This field is a dropdown for either a Credit Card, Cash, or Check payment type.
  • Account/Contact - The payment will be applied to either a contact or an account record. This also where a new contact or account record can be created.
  • Manual Batch - This field is used in the creation of batch items. The logic first uses manual batch assignment, then batch definitions, and finally the default batch.  It might be used on import of a list of payments from a 3rd party.
  • Authorized By - This field is used to distinguish which user is responsible for the creation of a payment that occurred as a result of a wizard process.  In the case of a portal process it is set to the user used to authenticate to CRM.  If it is a wizard process then it is set to the user who launched the ISV process.
  • Unapplied Amount - This field is the amount that is unapplied to an order or an invoice.
  • Applied AmountThis field is the amount that is applied to an order or an invoice.
  • Refunded Amount - This field is the amount that is refunded. There should be a corresponding refund record for this amount.
  • Payment Number - This field is auto-populated with a number after the first save of the record.
  • Bulk Renewal Import - This field is auto-populated with an automatically assigned ID when a payment is identified as a payment created through the Bulk Renewal Import process.

Check

  • Check Account Holder - This field is for the check account holder's name.
  • Check Number - This field is for the check number.
  • Check Date - This is a date field for the date on the check.
  • Date Received - This is a date field for the date the check was received.
  • Check Memo - This is a field for the check memo.

Credit Card - This field should always auto-populate from using one of the wizards.

  • Card Number - This field is the credit card number. The FULL credit card number should never be displayed. There should always be some numbers and some XXXXs. Example: 1234******123456
  • Card Type - This field is a drop-down of different credit card types such as Visa, Mastercard, Discover, and American Express. 
  • Expiration Date - This field is for the credit card's expiration date.
  • Trans ID (EC Control) - This field should auto-populate once the payment is processed from eCommerce.
  • Association Request ID - This field should auto-populate once the payment is processed from eCommerce.

Billing Information

  • Name on Card - This field is for the name of the credit card holder.
  • Same As - This field is a drop-down to allow the address to be pulled from one of the addresses on the contact record.
  • First NameThis field is for the first name of the credit card holder.
  • Last NameThis field is for the last name of the credit card holder.
  • Street 1This field is for the street 1 of the credit card holder.
  • Street 2This field is for the street 2 of the credit card holder.
  • CityThis field is for the city of the credit card holder.
  • CountryThis field is a lookup to the country of the credit card holder.
  • State/ProvinceThis field is a lookup to the state or province the credit card holder.
  • State/Province - This field is for the Abbreviation of the state or province of the credit card holder.
  • Zip/Postal CodeThis field is for the zip code or postal code of the credit card holder.

Invoices - This tab will display any related Invoices, if applicable.

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