Receiving Payment from a Requester - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Usage-Standard-Mode/Billing-and-Receiving-Payment/Receiving-Payment-from-a-Requester - 2023-12-11

Release of Information (Unity)
Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

After a requester has been billed for a request, the option to receive payment from the requester becomes available. Using the Mark as Payment Received option, you can record payment from a requester and apply it to the remaining balance of the request.

To receive payment from a requester:

  1. Retrieve and open the appropriate request.
  2. Click the Mark as Payment Received button from the Release of Information tab.
    Note:

    A request must have a status of Awaiting Payment for the Mark as Payment Received option to be available. For more information on transferring a request to the Awaiting Payment status, see Billing a Requester.

    The Mark as Payment Received dialog box is displayed.

  3. Select a method of payment from the Payment Method drop-down list. The following options are available:

    • Cash

    • Check

    • Credit Card

    • Other

    Selecting Cash, Check, or Other activates the Notes field. Selecting Credit Card activates the Credit Card Type drop-down list.

  4. Do one of the following, depending on your selection:

    • Enter up to 20 characters regarding the payment in the Notes field (e.g., the check number of the check used to make payment).

    • Select a credit card type in the Credit Card Type drop-down list. The following default options are available:

      • American Express

      • Discover

      • MasterCard

      • Visa

    Note:

    Information entered in the Notes field and Credit Card Type drop-down list is not encrypted. Neither of these fields should be used to record sensitive information (e.g., credit card or checking account numbers in their entirety).

  5. Enter the payment amount from the requester in the Amount Paid field.

    This amount is subtracted from the amount displayed in the Amount Due field. Any remaining balance is displayed in the Balance field.

    If you enter a value greater than the Amount Due, a red parenthetical amount is displayed for the Balance, indicating an amount due to the requester.

    Note:

    The Amount Due and Balance fields are automatically calculated and cannot be manually adjusted. The Amount Due field takes into account any previous payments received from the requester.

  6. Select Paid in Full if the request has been paid in full.

    If there is an outstanding balance, selecting this option bypasses the need for a payment to be applied to the balance.

    Note:

    This option is automatically selected and disabled when the balance is $0.00 or below.

  7. Click OK.

    Depending on required payment and whether you have printed the request to this point, the resulting status of the request is one of the following:

    • Awaiting Payment- Indicates further payment is required for the request.

    • Pending Delivery- Indicates no further payment is required and the request has not been printed to this point.

    • Completed- Indicates no further payment is required and that the request was either printed or saved to file at least once.