Once you have entered your WIP orders, you should post any deposits (payments) that were made against those orders. There are several ways in Control to post payments, but this page will document two. One method is the most obvious; the second method is involves the fewest clicks.

Warning:

If you have purchased the online credit card module, make sure you do NOT reprocess those cards here. Consult with Cyrious support about creating an alternate, temporary, payment method to post these charges against without running the payment.

Method 1

This method is the most obvious way to apply payments and should usually be the choice for new users.

  1. Explore all WIP Orders
    • Click on the Explorer button on the main toolbar. Choose Orders from the drop-down list.
    • Uncheck all of the display filters (bottom left) so that only WIP is selected. (You may need to scroll the screen to confirm that Closed and Voided are not checked.)
    • If your screen is not set to auto-refresh, click on the Refresh button (a button of a white page with green rotating arrows).
  2. Find the order you want to post a payment on.
  3. Double-click on that order. It will open the order in a new window.
  4. Click on the Payments tab for the order.
  5. Click on the button next to Deposits/Payments. A screen will open.
  6. Enter the payment information and click OK.
    • Click on the appropriate payment method from the middle of the screen.
    • Enter the amount to pay in the Total Payment edit box. If it is not the total amount, you will also need to adjust the amount applied to the order in the Payment to Order edit box.
    • Do not enter any credit card information (since it is already run), though you can enter check number or other information if you have it.
    • Click OK to post the payment.
  7. Close the order by clicking Close on the Action Toolbar.
  8. Repeat for the next WIP order.
Method 2

This method is the fastest way to apply payments and is usually used by experienced users.

  1. Explore all WIP Orders
    • Click on the Explorer button on the main toolbar. Choose Orders from the drop-down list.
    • Uncheck all of the display filters (bottom left) so that only WIP is selected. (You may need to scroll the screen to confirm that Closed and Voided are not checked.)
    • If your screen is not set to auto-refresh, click on the Refresh button (a button of a white page with green rotating arrows).
  2. Find the order you want to post a payment on.
  3. Right-click on that order.
  4. Select Order Options and Post Payment from the drop-down menu.
  5. Enter the payment information and click OK.
    • Click on the appropriate payment method from the middle of the screen.
    • Enter the amount to pay in the Total Payment edit box. If it is not the total amount, you will also need to adjust the amount applied to the order in the Payment to Order edit box.
    • Do not enter any credit card information (since it is already run), though you can enter check number or other information if you have it.
    • Click OK to post the payment.
  6. Repeat for the next WIP order.