Using Snapshot, payments can be applied to invoices directly or by splitting payments across multiple invoices. Periodic payments can also be triggered and upcoming CC/ACH payments can also be managed and edited.
A/R Tab
The A/R tab in Snapshot gives you the ability to apply payments to specific invoices. Functionality in this section is very similar to applying a payment in the billing section on a case but in this section you will be able to select invoices from the client list to make payments without needing to navigate onto cases individually.
The top area of the page allows you to enter payment information such as payment date, payment type, amount, notes, payor and card/check number. To enter a new payment, click the "New Payment" button and enter in the information needed, then click "Save Payment" to apply the payment. If no client is selected from the list below, the payment will be applied to the client who is at the top of the list
To apply a payment to a specific invoice, click on the client from the list that you want to apply the payment to. Once you have them highlighted in the list, you will see their case number populate under selected client.
If you want to process a payment via credit card for an invoice, you can utilize the e-pay feature by clicking the plus icon with the credit card logos beside it. This will apply the payment to the invoice and process the payment through your merchant account.
Split Payments Tab
The split payment tab will allow you to apply a payment to multiple selected invoices. In the top area, payment information can be entered such as branch, amount, notes, date, card/check number and debit or credit type.
In the bottom area, invoices can be selected using the toggle boxes in the apply column. The total of all the selected invoices combined will show in the "Total Applied" box at the bottom. It is important to note that the payment total that is being applied must match the total applied amount in order to work.
Once you have your payment information filled out and your invoices selected, click the "Save Payment" button to apply the payment to the invoices.
Performance Tab
The performance tab allows you to view data on total sales or calls for a certain date range by branch. Make your selections for the type of data you want to see (sales or calls), the type of cases you want to include (at-need or pre-need), the branch and start/end date. Once you have made all your selections, click the "Graph It!" button to generate a graph of the data. Data can also be shown in a table format by clicking the "Show Table" button.
Execute Periodic Payments Tab
The execute periodic payments section will allow you to trigger payments to apply that are set up as periodic payments on cases. Use the branch and start/end date boxes to search for periodic payments. From the payments listed, use the toggle boxes under the "Pay Now" column to select the payments you want to execute. Once you have made your selections, click the "Execute Periodic Payments" button to apply the payments.
Upcoming CC/ACH Tab
The upcoming CC/ACH tab will display any upcoming or missed transactions that are scheduled in the system. Transactions in this list can be edited or deleted using the delete and edit buttons in the top right. Card information on a transaction cannot be edited, only information such as transaction dates or amount of the transaction can be edited. If a new card number needs to be added for a transaction, the existing transaction will need to be deleted and a new transaction set up on the case billing using the new card number.
