How To... Payments

NOTE: When making a quarterly payment on an account that also has delinquents, the delinquents and the quarterly payment must be made separately. When entering the delinquent portion of the payment, change the calculation method from "QUARTERLY" to "STANDARD". For the check amount, enter the amount that is being paid on the delinquents. The remainder will be the amount that will be paid on the quarterly when making the quarterly payment. The 2 amounts will then add up to the total check amount.

Enter the Payments Screen by selecting Tax Payments off the Main Menu.

Select a batch ID using the instructions in How To... Batch ID records.

Click on the “A” button

in the Application Control Section.

Enter the account number, PIDN, or name of the account.

NOTE: If the information entered is a direct hit on an account in the database, the account information will appear on the screen. If the information entered has multiple possibilities, the possible candidate's screen will appear to scroll through to find the account to be selected (See also the instructions on How to … Find an Account record for more information).

Once the Account is displayed click the Select button

to allow editing permission.

Enter the date of the payment. Today's date will populate this field but can be changed either by manual input or by choosing for the pop up calendar.

NOTE: This will also be the date of the penalty, interest, and attorney fee calculations.

Select the calculation method desired. Valid calculation methods are as follows:

Current	Select current to pay the current year taxes.
Force	Select force to force attorney fees on the current year.
Manual	Select manual to manually enter the tax, penalty, interest, attorney fee, and discount amounts.
Standard	Select standard for standard penalty, interest, and attorney fee amounts.
Waive	Select waive to waive any penalty, interest, or attorney fee amounts.
Credit	Select credit if this is a credit card payment.
Quarterly	Select quarterly if this is a quarterly payment.

Enter the check, cash, and/or credit card amounts. If an amount is entered in the check amount, enter the check number.

Note: The check number must be unique for each account, year and entity. There should never be a duplicate check number. If you get an error message, (eg "... Violation of primary key PK_Taxtrans...") try using a different check number or go verify that the check number hasn't been entered by someone else.

If the payer name is different than the homeowner, enter the name and address of the payer.

To POST Payment

Click on the “POST” button

to post the payment and not to print a receipt.

Click on the “POST AND PRINT” button

to post the payment and print a receipt.

If the amount entered is the payoff amount, the computer will post the payment and nothing else needs to be entered.

If the amount entered is not the payoff amount go to How To... Make a Partial Payment.

NOTE: If one check is being used for payment on multiple accounts you must enter the same check number for both accounts with the exact amount being paid. See How To...Pay Multiple Accounts.

How To... Payments

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