How to Change a Payment Type

1. Under the Payments tab, Click the + icon to add a New Payment 

1. a. Select the correct Payment Type (down payment, finance payment, etc.) 

2. b. Choose the Method Type 

3. c. Confirm the Method Source 

4. d. Enter the Payment Amount (needs to match the original transaction) 

5. e. Change the Payment Date (needs to match date of the original transaction) 

6.  f. Change Status to “Processed” 

        g. Click Save 

2. Open the Transaction log by clicking the  icon 

3. Locate and click to highlight the Payment to be updated 

4. Right Click anywhere on the transaction. An option will appear that reads “Associate with 

    Payment”- Click this option 

5. A new window will open- Click on the corresponding Policy 

6. Click the Payment (at the bottom) that the new payment will be associated with 

7. A message will appear asking “Are you sure you want to associate this transaction with the

    selected payment?” 

8. 8. Click OK  

9. 9. Once the new payment is created and showing correctly in the payments type, delete the 

10.     errored payment