Payment Application for Family Members
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Questions and Answers

What is the first step required to apply payments to multiple family members?

  • Complete the instructions for Assign Guarantor (correct)
  • Open an invoice
  • Click 'Receive Payment'
  • Ensure the invoice is Authorized

Which step must be taken after ensuring that the invoice is Authorized?

  • Click 'Receive Payment' (correct)
  • Reassign the guarantor
  • Close the invoice
  • Click 'Apply Payments'

What happens in the Receive Payment(s) modal?

  • Only the current invoice is shown
  • Guarantor information is updated
  • All invoices assigned to the same guarantor display (correct)
  • Invoices are automatically paid

What must be done after applying the payment in the system?

<p>Click 'Apply Payments' (B)</p> Signup and view all the answers

Why is it important for family members to have the same guarantor?

<p>It simplifies the payment process (D)</p> Signup and view all the answers

Study Notes

Payment Application Process for Multiple Family Members

  • Payment can only be applied to family members who share the same guarantor.
  • Prior to making a payment, ensure the guarantor has been assigned correctly through the "Assign Guarantor" instructions.
  • Access the relevant invoice that requires payment application.
  • Confirm that the invoice status is marked as "Authorized" before proceeding.
  • Open the 'Receive Payment' function to initiate the payment process.
  • In the 'Receive Payment(s)' modal, all invoices related to the same guarantor will be visible.
  • Apply the payment to the appropriate invoices presented.
  • Finalize the process by clicking 'Apply Payments' to complete the transaction.

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Description

This quiz covers the process of applying payments to multiple family members under the same guarantor. It includes detailed instructions starting from assigning a guarantor to completing the payment application in the system. Test your understanding of the payment application workflow.

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