Follow the directions below to make payments in Fonteva related to in-house facility rentals .

Reference video here.

Receipt reference.

Step-by-step guide

Log into Fonteva.
Search for customer name in the global search bar at the top of the page.
Select the customer name in the list of contacts that are displayed.
From the contact record, click the drop-down arrow in the far right-hand corner and select 'Rapid Order Entry'.
It may take a minute for the screen to fully render the available fields. The customer field will be filled in with the contact's name.
Click in the 'Item Quick Add' field.
Type in the item you are looking for. Example: catering NOTE: items that are not taxed will have the words 'not taxed' in the item name
Click the item you want to select for payment.
Click the 'Add to order' button.
Click the down arrow to expand the item that was added to the order.
You will see a quantity and price field.
Click 'Override' next to the price field and enter the amount to be charged to customer.
After entering in the payment amount, click outside of the amount field. This will update the total from 'free' to the amount you just entered.
Follow steps 6-13 to add additional items.
Once all items have been added, click the 'Go' button that is located to the right of the 'Process payment' field at the top right side of screen.
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 checks.
Note: for offline check payments - enter the check # in the Reference field and click Apply Payment. The Accounting department should 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.

To see payments, see this report in Fonteva: Facility rental and related payments_upd

To send a proforma invoice to a customer, reference this page.

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