Manage Misc. Item Payments
Manage Misc. Item Payments
Once a homeowner completes a misc. item payment, the purchase details appear in the WebAxis Admin Portal. The Manage Misc. Item Payments screen is used to complete fulfillment or manage misc. item payments.
Click Administration > Manage Misc. Item Payments.
Select an association or all associations (available if user has access to all associations). This selection carries over when you navigate between tabs. If you are using universal navigation, click Resident > Community Items And Services > Purchase An Item.
On the Manage Misc. Item Payments screen, select one of the following tabs to locate the purchase: NOTE: You can click Export to Excel to download an export of payments that appear on each tab.
Fulfillment Queue: Purchases will appear here when they require manual fulfillment. When fulfillment is complete, click the Fulfill button in the Misc. Item Details screen to move it to the completed tab.
Completed: All completed payments appear here.
Refunded: All refunded payments appear here.
Click Manage from any tab to open the Manage Misc. Item Payments screen to view and manage the misc. item payment details.
[Image: Misc. Item Details]
NOTE: The transactions for completed and refunded misc. item payments appear in the Banking > Bank Account Register screen of CINC Accounting. All transactions will auto-reconcile. If you are using universal navigation, click Accounting > Banking > Bank Account Register.
Refunding Misc. Item Payments
You can refund misc. item payments from the Misc. Item Details screen for purchases in the Fulfilment Queue and Completed tabs.
Click Manage from the Fulfillment Queue or Completed tab on the Manage Misc. Item Payments screen.
Select Dollar Amount or Percentage as the Refund Method, then enter the amount to refund.
Click the Refund button.
Adding Notes to Miscellaneous Item Payments
You can add notes to misc. item payments from when viewing the Misc. Item Details screen for purchases in any tab.
Click Manage from any tab on the Manage Misc. Item Payments screen.
On the Misc. Item Details screen, select if the note is Public or Private, then type the note in the Notes field. Public notes will be visible to the homeowner in the Homeowner Portal, and the internal notes will be visible to admin users only.
[Image: Misc. Item Details]
Click the Update button to save the note.