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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Page:

ABI payment processing

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