Payment Transaction Fields
Complete the following fields to post payment transactions.
Transaction Detail
Field Name Field Description
Receipt # / Manual If using system-assigned receipt numbers, Odyssey displays “System Assigned” here. A receipt number is automatically generated and printed on the receipt when the transaction is processed.
To manually assign receipt numbers, select the Manual check box and type the receipt number in the Receipt # field. The option to print a receipt is not available if the Manual check box is selected, and the Save/Print button is disabled. Manual receipt numbers are typically generated using pre-printed paper receipts. Since these receipts have already been written up by hand, there is no need for an additional Odyssey generated receipt.
Date Enter the date when the transaction is processed. Transactions may only be backdated by users with the appropriate rights. A transaction cannot be backdated prior to the beginning of the current financial period or beyond the backdate limit.
Type Use the drop-down list to select the type of payment (e.g., payment at counter, by phone, by mail). Click the arrow to view a list of codes, or press F4 to find a code.
Amount to be Applied This is the total amount applied to the fee schedules selected in the Transaction Balances section. If using manual distribution, this displays the total amount manually distributed in the Transaction Balances section of the dialog box.
If an amount is entered that is greater than the balance owed, an error display prompting the selection of another fee schedule or adjust the amount to be applied.
Case Party / Non-Case Party Indicate whether or not the person paying the fee is a party on the case (e.g., plaintiff, defendant). If you change this option once you enter the payor’s name and address, that information is cleared.
If you are adding a surety bond, the options available are Trust/Case Party and Non-Case Party.
Payor If the payor is a Case Party or Trust/Case Party, click Image to select the payor.
If adding a non-case party, type the full name of the person making the payment in the free-form text box.
Address Click to specify the receipt mailing address for the payor if you need to mail a receipt.
Till If you are currently logged on to a till, that till is displayed here. If not logged on to a till, this field is blank. Click Image to sign on to a till.
Pause the mouse pointer on the till information to display a tooltip showing the cashier ID, if one exists, and a description of the collection station.
Comment Type notes or comments related to the record. Click Image for additional space. Click Image to check the spelling of the text entered.
Reserve Case Number (ALT+R) This button is only available if the miscellaneous payment type is set up to reserve case numbers. If this button is displayed, click to reserve case numbers so that the party or attorney knows which case numbers they will receive.
Tender Detail
Field Name Field Description
Method Select the method by which this payment was made (e.g., money order, cash). Click the arrow to view a list of codes, or press F4 to find a code.
If a debit or credit card is selected as a method of payment, Image is displayed next to the field. Click Image to entering card detail.
Amount Type the amount that was tendered.
Ref # If the payment is made using a check, money order, or another form of payment that has a reference number, type that number for tracking purposes.
Account This field is displayed if you select a draw-down account as the tender method. Click Image to select the account you want to use.
Add Additional Tender If the payor is using multiple methods of payment (e.g., a check and cash), Enter the first set of data for Method and Amount, and then click Add Additional Tender to complete the additional tender method fields.
After additional tender has been added to the payment, all of the tender methods are displayed in a table. Click a tender method to modify the additional tender method fields.
To remove an additional tender, right-click it and select Delete.
Balance The following amounts are displayed for the account balance:
•  Balance
This displays the current total balance for the case’s fees. This dollar amount reflects the total amount of fees due as well as any payment plan balances owed.
•  Amt Applied
This reflects the dollar amount entered in the Amount to Be Applied field under the Transaction Detail header. When you make changes to the Amount to Be Applied field, those changes are reflected here as well.
•  New Balance
Shows the total amount that remaining owed amount for all fee schedules with a balance on this case after the Amt Applied is subtracted from the Balance.
Tender This part of the page is divided into the following sections:
•  Tendered
The current total for all tender methods entered for this transaction. Any changes to the Amount field in the Tender Detail section are reflected here as well.
•  Applied
The dollar amount entered in the Amount to Be Applied field in the Transaction Balances section. Any changes made to the fee schedules are reflected here as well. The minus sign (-) indicates it will be subtracted from the Tendered amount.
•  Change
The amount of any change that will be returned (either directly from the drawer or other distribution method) If the Tendered amount is greater than the Applied amount, the Change amount displays in green. If the Tendered amount is less than the Applied amount, the Due amount displays in red.
Transaction Balances
Option Description
Use Manual Distribution This check box is only available if you are showing distribution and you are not posting a full payment.
Select this check box to manually distribute the payment among the fees, or clear it to have the system automatically distribute the payment to the individual fees in the selected fee schedules.
Show Distribution / Hide Distribution Click Show Distribution to display the distribution amounts. Hide it again by clicking Hide Distribution. Distribution must be shown to perform manual distribution.
Image If you are posting a case fee or payment plan payment, click to search for an account to add to the payment.
Image If you are posting a miscellaneous payment, click to select a fee schedule for the transaction.
Image/Image Click Image to display a list of the fee schedules associated with that party. Click Image to close the list of fee schedules for that party. If there is only one party for the case, that party's fee schedules are expanded by default.
Image/Image Click Image to see the individual fees. To hide the individual fees, click Image.
Image/Image If the box beside a fee schedule is selected (Image), the payments are applied to that fee schedule. To remove a particular fee schedule from a payment, click the box to clear the check (Image). Note: You cannot post payments to case fees and payment plans at the same time. Also, if the payment is for a payment plan, you can only process one payment at a time.
Image This icon is displayed if the record contains a fee schedule requiring user input. Click to access the fee calculation wizard.
Image This icon is displayed in the Manual column for increased amount distributed.
Image This icon is displayed in the Manual column for reduced amount distributed.
Related Links
Payment Transactions (Parent Topic)