The Manual Apply screen allows you to dictate how to apply a partial credit payment that is being made toward multiple items. Manual Apply can used when a Household uses a credit to make a payment toward multiple items but the credit is less than the total amount due. For Example: The household is purchasing two (2) Activity Registrations. The Total Due is $228.89. The household has a $100.00 credit. You can use the fields and buttons on this screen to determine how the credit can be applied between the registrations.
Note: Using Manual Apply is an option. You do NOT need to use this screen. Rather, you can let the system apply the credit automatically. When a household is purchasing multiple items and has a credit that is less than the total due, you can opt NOT to use the Manual Apply button and simply click Use/Refund Credit on the Payment screen and select Use/Refund Credit. (Likewise, when on this screen, you can opt to use the Cancel and Auto Apply button.) In either event, upon clicking Process on the Payment screen, the system will Auto-Apply the credit toward the balance. When choosing to use Auto-Apply, the system will apply the credit payments toward the items in the order they appear in the Shopping Cart.
Basic Steps to for using the Manual Apply Screen
- Upon arriving at the Manual Apply screen:
- The Cart Items with Balance DataGrid at the top of the screen contains items for which the household owes.
- The Payments to Distribute DataGrid contains the list of household credits..
- The Manual Payments DataGrid is blank because no credit payments have been applied.
- In the Cart Items with Balance DataGrid, highlight/select the items toward which you wish to apply a credit payment.
THEN
Highlight/select the credit item(s) in the Payment to Distribute DataGrid that you wish to use as payment. The Pay Amount field will populate with the total dollar amount that you have to distribute. - In the example below, two (2) Activities with a total balance due of $278.89 are selected in the Cart Items DataGrid, and one credit for $50.00 is selected as a Payments to Distribute This means $50.00 needs to be applied toward a $278.89 balance due.
- Leave the Pay Amount field at its default value or enter a lesser value, if desired.
THEN
At the bottom of the Payments to Distribute DataGrid, select the option that best describes how you wish to apply the Pay Amount:-
Apply "Pay Amount" to Each Selected Item - Use this button to distribute the Pay Amount to the item(s) selected in Cart Items DataGrid. The system will apply the payment against the balances in the order the balances were selected AND the system will apply as much of the Pay Amount as it can toward each balance selected. If the system can pay off the first balance found, it will apply the remaining Pay Amount toward the next balance. If the system can pay off the second balance found, it will continue to the third balance, if any, and so on.
Using the example above, if the "Writer's Workshop" Activity were selected first and this button was used, the system would apply the full $50.00 toward "Writer's Workshop." -
Divide "Pay Amount" Evenly Among Each Selected Item - Use this button to have the system distribute the Pay Amount equally over the items in the Cart Items DataGrid.
Using the example above, the system would apply $25.00 (½ of $50.00) toward each balance. If there were three (3) items in the Cart Items DataGrid, the system would apply $16.66 (⅓ of $50.00) toward each balance due and so on. -
Fully Pay Each Selected Item - Use this button to have the system apply the Pay Amount as fully as possible toward each item selected in the Cart Items DataGrid. The system will apply the payment against the balances in the order the balances were selected AND the system will apply as much of the Pay Amount as it can toward each balance selected. If the system can pay off the first balance found, it will apply the remaining Pay Amount toward the next balance. If the system can pay off the second balance found, it will continue to the third balance, if any, and so on.
Using the example above, if the "Volunteers - Spring" Activity were selected first and this button was used, the system would apply $50.00 toward "Volunteers - Spring."
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Apply "Pay Amount" to Each Selected Item - Use this button to distribute the Pay Amount to the item(s) selected in Cart Items DataGrid. The system will apply the payment against the balances in the order the balances were selected AND the system will apply as much of the Pay Amount as it can toward each balance selected. If the system can pay off the first balance found, it will apply the remaining Pay Amount toward the next balance. If the system can pay off the second balance found, it will continue to the third balance, if any, and so on.
- Upon clicking one of the buttons described above, the system will run the Manual Apply logic and the credit payments being made will populate the Manual Payments DataGrid. In the example below, the Divide "Pay Amount" Evenly Among Each Selected Item button was used and therefore two (2) payments of $25.00 each are being applied toward the balances due.
- If you are satisfied with the payment distribution, click Done. You will return to the Global Sales Payment screen where you can complete the transaction.
- If you are NOT satisfied with the payment distribution, you can:
- Start Over. Highlight/select payment distributions in the Manual Payments DataGrid and click Delete Payment This button resets the balances due and you can repeat the steps above to redistribute your Pay Amount as needed.
- Cancel & Auto Apply. Click Cancel & Auto Apply to exit this screen without applying any manual payments. You will be returned to the Global Sales Payment screen where you can complete the transaction. Upon clicking Process on the Payment screen, the system will Auto-Apply the payment toward the balance. When choosing to use Auto-Apply, the system will apply the payments toward the items in the order they appear in the Shopping Cart.
ManualApply_Tab1
Cart Items With Balance (ManualApply_DetailDataGrid)
The Cart Items with Balance DataGrid at the top of the screen contains items for which the household owes. Highlight/select the items toward which you wish to apply a payment.
THEN
Highlight/select the item(s) in the Payment to Distribute DataGrid that you wish to use as payment. The Pay Amount field will populate with the total dollar amount that you have to distribute.
Payments To Distribute (ManualApply_AutoPaymentsDataGrid)
The Payments to Distribute DataGrid contains the Payment you entered on the Global Sales Payment screen. Leave the Pay Amount field at its default value or enter a lesser value if desired.
THEN
At the bottom of the Payments to Distribute DataGrid select the option that best describes how you wish to apply the Pay Amount:
- Apply "Pay Amount" to Each Selected Item - Use this button to distribute the Pay Amount to the item(s) selected in Cart Items DataGrid. The system will apply the payment against the balances in the order the balances were selected AND the system will apply as much of the Pay Amount as it can toward each balance selected. If the system can pay off the first balance found it will apply the remaining Pay Amount toward the next balance. If the system can pay off the second balance found it will continue to the third balance if any and so on.
- Divide "Pay Amount" Evenly Among Each Selected Item - Use this button to have the system distribute the Pay Amount equally over the items in the Cart Items DataGrid.
- Fully Pay Each Selected Item - Use this button to have the system apply the Pay Amount as fully as possible toward each item selected in the Cart Items DataGrid. The system will apply the payment against the balances in the order the balances were selected AND the system will apply as much of the Pay Amount as it can toward each balance selected. If the system can pay off the first balance found it will apply the remaining Pay Amount toward the next balance. If the system can pay off the second balance found it will continue to the third balance if any and so on.
Upon clicking one of the buttons described above the system will run the Manual Apply logic and the payments being made will populate the Manual Payments DataGrid.
DeletePay Amount (ManualApply_ApplyAmount)
Accept the default value or overwrite with an alternate value as desired.
THEN
Click the button that best describes how you wish to apply the selected amount to the balances due. This is a Mandatory field in the standard VSI design. Your design may vary.
- Apply "Pay Amount" to Each Selected Item - When this button is used the Pay Amount will be applied to the item(s) you have selected in the Cart Items with Balance DataGrid.
- Divide "Pay Amount" Evenly Among Each Selected Item - When this button is used the Pay Amount will be spread evenly across the item(s) you have selected in the Cart Items with Balance DataGrid.
- Fully Pay Each Selected Item When this button is used the Pay Amount will be applied in turn to each item you have selected in the Cart Items with Balance DataGrid. If the first item can be fully paid the system will apply the remainder toward the second item. If the second item can also be fully paid the system will apply the remainder toward the third item and so on.
Once you have made your selection the payments being applied will appear in the Manual Payments DataGrid.
- If you are satisfied with the payment distribution click Done to return the Global Sales Payment screen and complete the transaction.
- If you are not satisfied with the payment distribution you may delete payments from the Manual Payments DataGrid and re-do the process.
OR
You may click Cancel & Auto Apply to return to the Global Sales Payment screen and complete the transaction. The system will distribute the payments automatically.
Note: Refer to the Full Page "?" Help for this screen for further information and examples if needed.
Pay Deposit Only (ManualApply_DepositOnly)
Select this option if you wish to apply payments toward Deposit Fees only. Leave this option de-selected if you wish to apply payments to purchase balances as well as Deposit Fees OR if the items toward which you are making payments have no Deposit Fees associated with them.
DeleteManual Payments (ManualApply_ManualPaymentsDataGrid)
When you first enter the Manual Apply screen, the Manual Payments DataGrid is blank because no payments have been applied.
Upon clicking one of the Apply buttons at the bottom of the Payments to Distribute DataGrid, the system will run the Manual Apply logic and the payments being made will populate this DataGrid.
If you are satisfied with the payment distribution, click Done. You will return to the Global Sales Payment screen where you can complete the transaction.
If you are NOT satisfied with the payment distribution, you can:
- Start Over. Highlight/select payment distributions in the Manual Payments DataGrid and click Delete Payment This button resets the balances due and you can redistribute your Pay Amount as needed.
- Cancel & Auto Apply. Click Cancel & Auto Apply to exit this screen without applying any manual payments. You will be returned to the Global Sales Payment screen where you can complete the transaction. Upon clicking Process on the Payment screen, the system will Auto-Apply the payment toward the balance. When choosing to use Auto-Apply, the system will apply the payments toward the items in the order they appear in the Shopping Cart.