Managing Customer Payments in Aspire
  • 03 Feb 2023
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Managing Customer Payments in Aspire

  • PDF

Article summary

Processing Electronic Payments

You can initiate the processing of electronic payments on behalf of customers from the following locations:

  • Aspire Navigation Bar
  • Invoices Search List Screen
  • Invoices Screen

Each of these options is described in the sections that follow.

Processing Electronic Payments from the Aspire Navigation Bar

Once electronic payment has been established, users with the Process Electronic Payments permission will have a Process Electronic Payments option available in the Quick Menu in the Aspire Navigation Bar. When this option is selected, it will display the Process Electronic Payments Search List screen allowing you to initiate payment for open invoices.

Processing Electronic Payments from the Invoices Search List Screen

Processing of electronic payments can be initiated from the Process Electronic Payment section on the Invoices Search List screen.

Processing Electronic Payments from the Invoice Screen

Processing of electronic payments can be initiated from the Process Electronic Payment option in the Actions menu of the Invoice screen.

Payment-Related Alerts

Aspire generates alerts related to electronic payment that is displayed under the Alerts icon in the Aspire Tool Bar as follows:

Voiding or Refunding Payments

Electronic payments that have been submitted to pay customer invoices can be reversed from the Payment screen.

Electronic Payments Log

Aspire provides the Electronic Payments Log to allow you to review all electronic payments.

Viewing Electronic Payments on Invoices

The Invoice screen has an Electronic Payment section. The Electronic Payments section is only available for invoices that were paid electronically. The section provides the Invoice Electronic Payments Search List that shows both the successful and unsuccessful electronic payments that were attempted or made on the invoice.



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