Payments

For payments received by check or cash, payment batches are manually created to enter customer payments. To enter a new payment batch, from the main menu, select Accounts Receivable, and then select Payments. The Deposits List will be displayed.  ...

After confirming a deposit has been made into the company's bank account, add the deposit in Managely and apply customer payments to the deposit. From the main menu, browse to Accounts Receivable> Payments > Deposits. The Deposits list page open...

In Managely, late fees are designed to be a financial incentive to pay the invoice. Once a customer pays their invoice, the late fee is removed from their invoice. If the customer does not pay their invoice on time, the late fee will be charged. ...

There are two basic methods of taking payments from customers: EFT Credit Card eCheck Customer Check or Cash The EFT type transactions are automatically processed behind the scenes.  When transactions are submitted to the merchant bank for ...

The Refunded Payments page has a grid that shows payments that have been refunded. (Accounts Payable > Payments > Refunded) The grid on this page has these columns: Payment # : This is a hyperlink to the payment details. Payment Date Depos...

The Unapplied Payments list helps companies manage unapplied payments.  From this listing, you may view all customers with unapplied payments and apply to invoices from the listing. If a customer has more than one unapplied payment, each unapplied ...

If a payment was applied to the incorrect invoice, you may unapply the payment application. To unapply a payment application, you must access the customer record. From the main menu, arrive at the Customers list with this path: Accounts Receivable...

In Managely, users can check the history of a payment with just a few clicks. To check the history, follow the steps below: Open the payment in question. Click the history button in the top right corner. ...

The Deposits tab on work orders displays all the deposit invoices that are attached to the work order (instead of all the deposit items that have been added to the work order). Columns in the deposits grid: Invoice Number — This displays the in...

Currently in Managely if you go into a customers page, click the edit button and delete the late fee nothing will happen. If this happens to you, follow these steps to generate the statement and this will remove the late fee    1) Log into the custo...

Managely provides users the ability to manually remove late fees. What are the necessary permissions to be able to remove late fees in Managely? The necessary permission to be able to remove late fees in Managely is Administrator.     Note...

Follow these steps to record a paper check refund in Managely Go into the customers page in question and checkmark the show all invoices check box. Click on the invoice number you wish to refund (in our example this i...

Managely gives the ability for its users to see all the voided payments on one screen. Managely displays all voided payments on one screen and this list can be exported to Excel. To see all denied and rejected payments, click the Account...

Managely gives the ability for its users to see all the refunded payments on one screen. Managely displays all the refunded payments on one screen and this list can be exported to Excel. To see all denied and rejected payments, click the...

There are multiple ways of looking up payment in Managely by payment number. 1. Switch the search criteria from the top drop-down from Customers to Payments (then type the payment number and push the Enter key):   2. Fr...