How to Set a Payment Transaction Due

In Cogran you can set a payment detail due or the full payment due.

In case of a full payment the line item is itemized as “Payment (Thank You).”

In case of a payment detail the line item is the name of the program.

How to make a Full Payment Due

This scenario may occur when the incorrect payment method was selected at time of order.

Log into the Back Office

• Navigate to Household Search and find your contact
• Go To Payments
• Find your order then Go To Payment Detail – A list of payment transactions will display
• Edit the line Item: Payment (Thank You)
• Update the following fields:
• Total Amount: Leave as is (if correcting a payment method error) or enter the amount to be paid
• Transaction Type: Due
• Payment Type: Pending
• Payment Amount: 0
• Payment Note: Enter a note that describes the reason for the transaction – to help in auditing
• Installment Number: 0 — this is essential to display the transaction as a payment due
• Save