Receiving Payments for Agent Invoices

Usually, payments for AWBs of agents are entered on the invoice-level rather than in the individual AWBs.

  1. Navigate to the Invoice Payment screen. To do this, click Main > Payment Module - Invoice.
  2. Enter the customer you want to receive payment from. To do this, you can use any of the following options:
    • Click Add (Ins) and enter the Agent you want to receive payment from, then click OK.

      -OR-

    • Select the Agent from the Agents with Open Invoices tab. Double-clicking the record row on the Open Invoices table navigates you back to the Payment tab with the details automatically populated from the Agent's open invoice.

  3. In the Payment tab, click the Amount column in the row of the open invoice to be paid if the Agent has multiple open invoices.

  4. Upon selecting the open invoice, the Amount field is automatically populated with the full payment amount in the AWB Payment screen. For partial payments, modify the Amount with the partial payment amount.
  5. Select the form of payment from the FOP drop-down menu.
    The required fields vary depending on the form of payment. After selecting the form of payment from the FOP drop-down menu, the cursor is automatically positioned in the first required field.
  6. Enter the information on the required fields.
    Pressing Tab positions the cursor in the next required field.
  7. Click OK.
    The receipt number is generated. The operator and timestamp are also added to the AWB. Upon clicking OK, the Prints button becomes available.
  8. Click Prints > Payment Receipt.
The payment receipt in PDF format opens in an explorer window. When full payment has been processed for the invoice, the Payments button is highlighted in yellow in the Payment tab. For partial payments, the corresponding payment receipt in PDF format contains the outstanding balance for the invoice. The Payments button in the Payment tab of partially paid invoices is highlighted in red. A unique receipt number and invoice payment record is created for each partial payment. You can view the payment history in the Record List.

To receive payment on partially paid invoices, click the red Payments button in the Payment tab of the invoice with outstanding balance. Upon clicking Add (Ins), the screen is updated with the outstanding balance automatically populated in the Amount field. From this point, you can refer to the steps 3-8 of this procedure to make the additional payment.