Process an Application Payment

Use the following procedure to process an application payment from the Applications tab:

1.  From the Patron menu, select Search for Patron and perform a search for the patron for whom you want to view an application.

2.  From the Patron List grid, click a row to select a patron.

3.  Select the Applications tab.

4.  From the List of Applications grid, click the Payment drop-down to the desired application, and select Payment. The Application Payment page is displayed.

Note: The read-only Required Fee Amount, Required Deposit, and Cancellation Refund fields default to the amounts configured for the application type (defined in Odyssey HMS via Setup > Applications). The read-only Fee Received, Deposit On File, and Refund Paid fields will show fee and deposit amounts paid, and any refund amount issued to the patron.

5.  Complete the following fields in the Payment Section:

•     Transaction Code: Select the appropriate transaction code from the drop-down menu. ResCenter will automatically generate a fee charge transaction with the fee amount and the selected transaction code.

•     Amount: Enter the amount the patron is paying for application fees. ResCenter will distribute the payment in the fields provided in the Payment Distribution section. ResCenter will first apply the payment to the application Fee (if required) and then the application Deposit (if required). Any remaining funds will be posted in the Other field.

•     Term: Select a housing term from the drop-down menu. This field defaults to the housing term linked to the application type.

•     Payment Method: Select a payment method from the drop-down menu.

•     Card Type: If a card payment method is selected, select the card type from the drop-down menu.

•     Remitter: If a card or check payment method is selected, enter the remitter in this field.

•     Comments: Enter a comment regarding the payment, if necessary.

6.  The following fields will be automatically populated in the Payment Distribution section:

•     Fee: ResCenter populates this field based on the Amount value. The amount can be changed, as necessary, and the payment distribution will be recalculated.

•     Deposit: ResCenter populates this field based on the Amount value. The amount can be changed, as necessary, and the payment distribution will be recalculated.

•     Other: ResCenter populates this field based on the Amount value. The amount can be changed, as necessary, and the payment distribution will be recalculated.

7.  Click Save. The payment transactions will be recorded in the patron’s FT tab.