Payments are now linked (associated with) the charges they cover. Conversely, charges are linked to the payment(s) to cover each. (More? Should probably add some explanation/examples (how to set Order IDs appropriately, for example), maybe a screenshot...)
Charge Types are ranked using the Order field (on the Charge Types form) - the lowest value being the highest rank.
Figure: Charge Types form - Order
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Charges for Payment/Processing Fees (typically such as for credit card payments) should be associated with the lowest possible Order ID (typically 0 or 1) to ensure they are given priority, and fully paid. |
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properly mapped to the corresponding payment(s). |
Charges may also be ordered/ranked (within type/category) using the Order field on the Charges form:
Figure: Charges form - Order
When applying a payment, the following order is used:
- Highest-ranked Charge Type (0 or 1 is first, as mentioned above).
- Charges within this Charge Type, from lowest to highest Order value.
- Repeat 1 and 2 until all charges are paid or the amount of the payment is completely used/spent.
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Please note that this linking applies ONLY to reservations/payments created after your system is updated to amelia 17.04 - that is to say, these links will NOT exist for any previous/existing payments. Charges/Payments added to reservations with prior payments may not be linked correctly, causing some discrepancies (in data/reporting). |