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- From the Account Receivable menu, select Payments to display the Payments grid.
- Click
- Enter the Billing # and click
- The Payment window is displayed. The Payment # is auto assigned.
- Enter a payment Date. The date must be in an open period.
- Check Number is an optional field.
- By default, the 'Generate Receipt' box is checked. This will automatically create a receipt in USAS-R.
- In the Amount field, enter the payment amount.
- Click on
to post the payment in AR and the receipt in USAS-R. Click on 
to cancel out of the payment without posting.
Search/View Payments
The Payment grid allows you to search for existing payments by clicking in the filter row in the grid columns and entering in the desired information. By default, the Payment grid sorts by the most recent date. Click on 
to generate a quick report based on what you filtered. Click on any row of the search results to see a highlight view of the record.
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- Select desired payment on grid
- Click on
to view the billing information - Click on
to print an existing payment receipt. Output Formats include XML or PDF.
Delete a Payment
The Delete function may be used to delete a payment (w/o Receipt) in an open posting period. If a USAS-R receipt was created when the payment was originally posted, the payment cannot be deleted. Instead, you must be delete (or reverse) the receipt in USAS-R.
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Currently, the Import option is only available to import from the SSWAT file formats. Click here for the steps on how to import Payments from Classic ARF.
- NOTE: The Classic payment number will not be imported into Redesign as the Redesign payment number but will be stored as the Legacy Number. When importing, a new Payment # will be auto-assigned.
More Information on AR Payments
Creating a custom payment form
A custom form can be imported into USAS-R to be used for printing a custom AR payment. To create a custom PDF form, users can create their own word template and upload it to the Report Manager. SSDT has provided an AR Payment Template which can be modified in Word to create a custom form. For more information on creating custom forms for PDF transactions, click here.