How to Create a Split Pay/Quarter Pay/Disaster Pay and Apply Payment

Created by Nichole Cryar, Modified on Sun, 22 Jan 2023 at 01:31 PM by Nichole Cryar

1. From the Account Details page for the account that the Split or Quarter Pay will be applied, click MAKE PAYMENT.


2. If there is not an open batch, select OPEN BATCH, select a Batch Type and click SAVE CHANGES. If you have an open batch, skip this step.


3. From the Payments screen, hover over the ellipsis (3 dots) at the bottom of the screen and select Split Account.


4. Select the appropriate payment option based on the account's eligibility - Quarter Pay, Half Pay or Disaster Pay and click CONFIRM. 



5. The appropriate badge will be reflected on the ACCOUNT DETAILS page. The SUMMARY tab will reflect the installments.


TO APPLY PAYMENT:


1. Click on Make Payment tab in the ACCOUNT DETAILS page for the account.


2. Click on Filters. Click on Quarters and select the appropriate Quarter/Half/Disaster. Add Tender and POST PAYMENT. 


3. The Installment Agreement can be printed from Reports --> Listing --> O65 Notices. You will just need the tax year and account number to run the agreement.