Overview

The Financial Details page allows for viewing and editing of a receivable. A receivables is sometimes referred to as a charge or invoice.

A Receivable consists of one or more charge items (which may include adjustments) and zero or more payments.

Detail information is provided for:

Individual charges (fees), adjustments, late fees, administrative fees, and penalties related to a receivable
Payments and/or electronic settlements
Payment adjustment requests

From the financial detail page, authorized users may have the ability to add charges, record payments, or record refund requests. Depending on whether a balance is due, external users may see also see a Pay Online or Pay by Mail button.

System Configuration Options related to Editing Charges and Payments

Charge amounts on receivables cannot be edited or deleted. In order to correct or zero out a charge amount, a new charge item must be added of type “Adjustment”. The system must be specially configured to allow negative adjustments to be added. (Database table REF_RECVBL_ITM_TYPE must have column IS_NEGTV = 1 where the code is ADJMNT).
Payment amounts can be edited to make corrections but if a payment needs to be set to zero, the system must be specially configured. (Deployment Setting RCPT.ALLW_ZERO_PAYMENT must be set to 1).

Navigation Tabs

The following navigation tabs are available across the top of the page:

Tab Name	Description
Details	Displays details of the charges, payments, refunds, and other pertinent information.
Documents	Provides a list of documents related to the financials. This often includes an invoice or other documentation uploaded by users.
Violations	Displays violations related to the receivable. This tab is only visible if the fee category related to the charge is set to allow violations to be added.

Financial Details Tab

Controls

The following table lists the fields available on the Violation Details Page:

Field	Description
Total Charges	The total of all charges (fees, adjustments) for the financial record
Payments, Refunds	The total of all payments and refunds for the financial record
Amount Due	Total amount due (total charges minus payments, refunds)
Charges
Type	The category of charge such as base charge, adjustment, interest, late fee, submission fee, or penalty.
Date	The date the charge was assessed
Amount	The dollar amount of the charge
Comments	Comments
Payments, Electronic Settlements
Type	The transaction type (Payment)
Date	The date of the transaction
Status	Status of the transaction (e.g., status of an electronic payment)
Amount	The amount of the payment
Confirmation	Confirmation number received for an electronic payment. If manually entered, this may represent the check number or other reference / identification number.
Payment Adjustment Requests
Type	Type of adjustment request (payment or refund)
Date	Date the adjustment request is made
Status	Status of the adjustment request (e.g., Pending, Approved, Rejected, Processed)
Amount	Amount of the adjustment request
Confirmation	Confirmation, such as a check or an external system reference / identification number.

Right Sidebar Controls

The following table lists the fields available on the right sidebar:

Field	Description
Charge Status	Displays the derived status of the receivable (e.g., Due, Paid, Waived, Pending)
Site	Name and address of the site to which the violation relates
Associated With	The record that the receivable is associated with a Permit (fee) or Compliance Action (fine/penalty).
Other Actions - View History	Opens a panel displaying all the record’s edits that have occurred, including who made the edit, the time of the edit, and the data before and after the change.

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Related Content

Viewing and Editing Financial Details