Receipt payment form

Use this page to select the payment type and amount for transaction payments, refunds, donations and account credits.

Prior to accepting a payment, you must select a payer.

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Check

Select a payer to receive the refund

If more than one customer originally paid for this transaction, select the customer to receive the refund from the Select Payer to Receive Refund section.

Using the Receipt Payment Form

For any payment type, click the $ icon beside the amount field to apply the remaining balance to the selected payment type. For example: if the entire amount is to be paid in cash, click the $ icon beside the cash amount field to apply the whole balance to cash.

If the amount is to be paid partially in cash and the rest by check, enter the partial amount in the cash amount field, then click the $ icon beside the check amount field to apply the remaining balance to the check payment type.

The following options are included on the Receipt Payment Form:

Name of Field	Description
Donation Campaign	If the customer wants to make a donation, select a donation campaign from the dropdown list.
Description	Description of the available campaigns that you can add to the payment transaction. You can modify donation descriptions on the Change Campaign page.
Donation Amount	Amount of the donation to add to the payment transaction. If you have configured the activity or package selected in the transaction for recurring donations, then you can set up a recurring donation. See Recurring Donations.
Total A/R Due	Total amount of money (accounts receivable) owed by the customer account. Note: Appears only if the customer has a previous balance on account.
Due Now	Total amount of money (accounts receivable) that is already due (has to be paid already) as of the transaction date. Note: Appears only if the customer has a previous balance on account that is already due.
Balance to be Paid	Total amount that needs to be paid by the customer.
Payer ID #	ID number of the payer, for example: drivers licence.
Check
Check : $	Enter the amount or click the $ icon to indicate the amount to be paid by check.
Number	Enter the check number. Required if you have entered a check amount.
From Account (appears only if the customer has credit on account)
Credit Available	Enter the amount or click the $ icon to indicate the amount to be paid by using the customer's available credit on account.
Cash
Cash : $	Enter the amount or click the $ icon to indicate the amount to be paid in cash.
Change	Automatically displays the amount to return to the customer as change if the customer has overpaid in cash. Note: This option is only visible if you have enabled the with Change Calculation option in the Financial Options section of the Financial Configuration page.
Electronic Check Tip: To locate the account number and routing number on your check, click the E-Check icon.
Electronic Check Names	If the payer has previously paid by electronic check, then previous electronic checks that have been saved or manually linked to this payer's account are displayed in the dropdown list. If you select an electronic check from the list, the Account Type, Account Number, and Routing Number fields below are automatically filled in. This list is only visible if you have selected Show Prior Electronic Checks on Receipt Payment? in Administration > Financial Settings > Configuration > Electronic Check Options section.
Account Type	Account type that the electronic check is attached to.
Account Number	Account number of the electronic check.
Routing Number	Routing number of the electronic check. This number directs the payment to the correct financial institution.
Add to Saved Customer Electronic Checks	To save this electronic check number for future use and link it to this customer, select Add to Saved Customer Electronic Checks. Once the credit card number is saved, you can select it from the Electronic Check Names list (see above) when this customer makes payments in the future.
Electronic Check Name	Enter a name for ACTIVE Net to use when referring to this electronic check number. This name will appear in the Electronic Check Names list (see above) when this customer makes payments in the future, so choose a unique name that distinguishes it from any other electronic checks that are already linked to this customer. Note: Do not enter the actual electronic check number as the Electronic Check Name. The Electronic Check Name is not encrypted, nor is it hidden from other staff users. The Electronic Check Name box is only visible if Add to Saved Customer Electronic Checks is selected above.
Credit Card
Credit Card : $	Enter the amount or click the $ icon to indicate the amount to be paid by credit card. If the amount is filled in, then the card number, expiration date, and card type are required.
Credit Card Names	If the payer has previously paid by credit card, then previous credit card numbers that have been used are displayed in the dropdown list. Any credit cards that have been manually linked to this payer's account also display in the dropdown list. If you select a credit card number, the Card Number and Expiration fields below are automatically filled in. This list is only visible if you have selected Show Prior Credit Cards on Receipt Payment? in Administration > Financial Settings > Configuration > Credit Card Processing section.
Card Number	Enter the credit card number to be charged or credited. Note: The Credit Card security Code (CSC) is only required when end users register online from the public site/CUI. For security reasons, front desk staff will not ask for the security code.
Expiration	Enter the expiration date of the credit card.
Card Type	Select the credit card type to use from the dropdown list.
Manual Authorization	If manual authorization is required, click Enter to display the Manual Authorization page and enter the manual authorization number. Note: If the credit card has already been charged through a 3rd-party system, then enter the 3rd-party Manual Authorization number. If a Manual Authorization number is entered, then the credit card will NOT be charged by ACTIVE Network.
Add to Customer Credit Cards List	To save this credit card number for future use and link it to this customer, select Add to Customer Credit Cards List. Once the credit card number is saved, you can select it from the Credit Card Names list (see above) when this customer makes payments in the future.
Card Name	Enter a name for ACTIVE Net to use when referring to this credit card number. This name will appear in the Credit Card Names list (see above) when this customer makes payments in the future, so choose a unique name that distinguishes it from any other credit cards that are already linked to this customer. Note: Do not enter the actual credit card number as the Card Name. The Card Name is not encrypted, nor is it hidden from other staff users. The Card Name box is only visible if Add to Customer Credit Cards List is selected above.
Debit Card
Debit Card : $	Enter the amount or click the $ icon to indicate the amount to be paid by debit card.
Gift Card
Gift Card:$	If you are making a payment, enter the amount to pay using a gift card. If you are issuing a refund, enter the amount to refund to a new or an existing gift card.
Number	Gift card number. Required if the customer is redeeming a gift card.
Binocular button	Click this icon to launch the Select Gift Card List page, where you can select a gift card to use for the transaction. Note that you may only enter one gift card payment at a time on the Receipt Payment page.
Use existing Gift Card	Note: This option is only available for refunds. If you want to add the refund amount to a gift card that has already been issued to the customer, then select this option and enter that gift card's number.
Issue a new Gift Card	Note: This option is only available for refunds. If you want to put the refund amount on a new gift card that has not yet been created, then select this option, select a Gift Card Type, and enter a Number (if applicable).
Other Payments
Other Payments $	Enter the amount or click the $ icon to indicate the amount to be paid by other payment types.
Payment Type	Select the payment type from the dropdown list.
Payment Type Number	Enter the payment type number.
Authorization #	Enter the authorization number.
Payment Plan
Payment Plan: $	Enter an amount or click the $ icon to indicate the amount to be paid with a payment plan.
Billing Starts	Select when the billing should start for this payment plan. Immediately starts the billing on the First Payment date specified, while Next iteration starts the billing on the next period after the date specified. For example, if the First Payment date specified is Feb.22 and the frequency is monthly, Next iteration sets the first billing on March 22.
Frequency	Select how often billing should occur for the payment plan. The payment dates are automatically calculated based on the frequency.
First Payment	Enter the date to set the first payment date of the plan if you have set billing to start Immediately. If you have set billing to start on the Next iteration, the first billing is on the next period after the date specified.
Number of Payments	Enter the number of payments to be made for the payment plan.
Average Payment	The automatically calculated average payment amount for each billing.
Customize payment	To customize a payment, select a billing amount and date from the billing list and click the here link to display them in the Date and Amount fields. Change the Date and Amount and then click Modify Payment. The modified date and amount are displayed in the billing list. Note: When changing the billing amounts, the total amount for all billings should remain equal to the original payment plan amount. For example, if you deduct $50 from one billing, then you should add $50 to another billing to maintain the original payment plan amount.
Automatically charge credit card?	Option to automatically charge credit cards for the payment plan. If you select this option, the Card Number and Expiration fields appear.
Transfer with Previous Card Number	If the transaction is a transfer with a stored credit card number attached to the original transaction, then select the stored credit card number to use for the new payment plan.
Credit Card Names	If the payer has previously paid by credit card, previous credit card numbers that have been used are displayed in the dropdown list. Any credit cards that you have manually linked to this payer's account also display in the dropdown list.
Card number	The credit card number to charge for the payment plan.
Expiration Date	The expiration date of the credit card.

Click Pay & Finish to proceed with the payment transaction and print the receipt or click Pay to perform the payment transaction only then return to the Receipt Actions page.

Tip: To enroll additional customers in the same activity as the first customer, click Same Activity. Then do one of the following:

To select a friend or family member, select a customer from the Potential Customers dropdown list, OR
Enter your search criteria in the Find Customer area.