Add Payment

This section of Arranging Director allows you to add a payment to a Trade Account.

Navigate to Arranging Director > Financials > Add Payment.

• In the dropdown for Funeral Home Clients, choose the trade account you’d like to add a payment to.
• Choose your date range for the account and click ‘Select’.

You will see a list of records that you can add a payment to.

• Name – Decedent’s name.
• Contract/Add On – If this record has an add on, you will have a dropdown here where you can choose which one you are applying the payment to.
• Balance – The balance due.
• Payment Date – This defaults to today’s date, but it can be overridden.
• Payment Method – Choose the method of payment.
• Paid in Full – You can tick this box if you are accepting full payment.
• Amount – If you are accepting a partial payment, enter the amount here.
• Received From – Enter who the payment is from.
• Click ‘Show Payments to Add’. This will take you to a new screen that shows the payment(s) you have just filled out.
• If everything is correct, click ‘Add Payments’.