Payment Transaction

When a payment transaction is posted or recorded in ACE, it is stored to a Payment Plan, regardless of whether it involves a single payment or multiple payments. 

To post a payment

1. Open an account
2. Select Post Transaction (Left Sidebar)
3. Fill out the Payment Information Section
4. Enter any required credentials and associated contact details
5. Select bundle member accounts the payment should be applied to
6. Scroll down and 
   1. Verify transactions are spreading as expected
   2. Review Posting Note for relevant details
7. Click Apply

Gif Demonstrates Posting a Payment

 

View Transaction

• Click on Transactions (sidebar)
• Locate the Received Section
• Click on the link under the Transaction Column

GIF Demonstrates Viewing Transaction 

 

Pending Status

The payment will remain in a pending status until the batch is deposited.

Image Displays Provider Message

 

Plan Information Miscellaneous Fields

Agents with the "Manage Transactions" Permission Role can enter or modify values in the Misc 001-004 fields within the Plan Information section following the completion of a payment transaction.

Process:

1. Navigate to the Plan Information Section
2. Enter values into the appropriate Misc field. These fields allow the entry of values determined by your agency. 
3. Click Apply

Image Displays MIsc Fields in Plan Information Section