v7 FreeBalance Help

1. Enter the new Payment Information.  Fields with an asterisk  are mandatory fields.

2. Check the Send by Mail checkbox if required. By Default - Send by Mail checkbox is not checked.

3. Choose the Pay Method from the Drop Down Menu. Depending on the Pay Method chosen, different fields will appear.

• Pay Method: Method of Payment

4. Choose the Pay Type.

• Pay Type:  
  PERCENT - Percent of pay to receive.
  AMOUNT - Amount of pay to receive.
  BALANCE - The balance of pay.  
• If payment is not split into 2, Balance should be selected.    A value is only entered if you want a fixed amount paid in a different manner.

4. Enter the Value if required.

• Value: The value of pay to received based on Pay Type.

5. To enter a new Bank Account, click on the New icon  and enter the required Bank Account Information. Refer to Bank Account for more details.  The bank account information can only be entered if the pay method is Cash or Cheque

6. To enter the Pay Agent, if required, click on the Lookup icon , click on Find icon  to retrieve the Pay Agent information, then select the Pay Agent.

Click on the Save and Return icon to save the Payment Information and return to the Employee screen, or click on the Discard icon  to discard the Payment Information entry and return to the Employee screen.