- Contents
Latitude Help
Process a Payment
Use the Arrangements panel of the Work Form to process a payment that is due on the current date or earlier.
To process a payment
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In the Task Panel navigation tree, click Arrangements.
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In the Scheduled Payments card, click Process. The system processes the payment, updates the account balance to reflect the payment, and changes the payment status to "completed."
Notes:
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If the system declines a credit card or ACH payment, Latitude places the remaining payments in the arrangement on hold.
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If the arrangement is for a closed account, a message displays indicating that you cannot process a payment for a closed account.
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If the arrangement is for linked accounts, the system doesn't include any closed accounts in the payment spread.