ABI payment processing
Follow the directions below to make ABI payments in Fonteva.
Reference video here.
ABI subscriptions up for renewal report here.
Step-by-step guide
- Log into Fonteva.
- Search for customer Contact record in the global search bar at the top of the page.
- Select the customer Contact record in the list of Contacts that are displayed.
- Click Memberships in the Related List Quick Links section and select the ABI's subscription number. The subscription record will be displayed.
- Click the Renew button.
- Click the Sales Orders link in the Quick List Links section.
- Click the Sales Order for the current renewal.
- Click the Ready for Payment button in the top right-hand corner of page.
- Click Apply Payment.
- The 'Shipping and Tax' screen will be displayed. If no address is displayed or an incorrect address, you will need to create one by clicking the 'New Address' button.
- Enter the customer address and save.
- Click the 'Continue' button in the upper right-hand corner of the page.
- The 'Apply Payment' screen will be displayed.
- Select the appropriate payment type, offline check, Credit Card or eCheck. Note: eCheck payments are not currently being accepted.
- Verify total on right side of screen. Taxable items will automatically have tax applied as a separate line item.
- Click the 'Apply Payment' button in the upper right-hand corner of page. A screen will be displayed where you will enter either the credit card payment information or banking info for echecks.
- Note: for offline check payments - enter the check # in the Reference field and click Apply Payment. The Accounting department will deposit the physical check into the bank.
- After entering payment information, click the 'Process Payment' button at the bottom of the page.
- Once the payment has processed, the 'Receipt' page will be displayed.
- Click the drop-down arrow in the top right-hand corner of page and select 'View Document'.
- The receipt will be displayed. It can be downloaded and sent to the customer.
Note: currently, ROE for ABI are not working. Plutus is working on it. Here is a work around for processing ABI payments in Fonteva:
Turn the Sales Order into an Invoice by:
- Ensure the Sales Order and Sales Order Lines look correct and are ready for payment
- Update the Posting Entity on Sales Order to 'Invoice'
- Click the Ready for Payment button.
- Click Apply Payment
This will bypass the tax and shipping page.
To see subscription payments, access this report in Fonteva: ABI subscription payments_upd
To send a proforma invoice to a customer, reference this page.
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