Overview

Use Payments to create and save a payment entry. Finance officers use this page when recording payment information as part of daily financial operations. The Payment page opens a payment record for entry and saving.

Before you start

You must be signed in to use the Payment page. Navigate to Add new > Payments > Payment.

Steps

Open Add new > Payments > Payment to display a new payment entry.
Enter the payment information required for the payment record.
Select Save to save the payment entry and continue working on the page.
Select Save and Close when you have completed the payment entry and want to close the page.

Warning: If you leave the Payment page with unsaved changes, the application displays a warning before you exit.

Tips & cautions

Tip: Use Save when you need to retain the payment entry while continuing to work on the page.

Note: Use Save and Close when the payment entry is complete.

Troubleshooting

You cannot open the Payment page → You are not signed in → Sign in, then navigate to Add new > Payments > Payment.
A warning appears when you leave the page → The payment entry contains unsaved changes → Select Save or Save and Close before leaving, or respond to the warning as appropriate.

Result

The payment entry has been saved or saved and closed.