Record a payment

If you receive a payment from a customer, you can record this against their account clicking on the Record a payment link in the Quick Links area of an account page. This page can also be reached from the home page of the Administration System by entering an account number in the Account activities box and pressing the Record a payment button.

The first form on this page is used to record the payment:

Transaction type

DUAL Softswitch supports three types of transaction. Select the transaction type using these radio buttons:

•	If you receive money from your customer, click the Payment option. This will apply the payment to the account and generate an invoice for the customer to view at their CDR Control Panel.

•	If you wish to apply a credit to account, but not generate an invoice, click the Credit option. The credit will be shown on the customer's CDR Control Panel, but an invoice will not be available.

•	If you wish to apply a service charge debit to an account, click the Charge option.

Transaction amount

Enter the transaction amount.

Transaction fee

Optionally, you can apply a transaction fee to payments. This is specified as a percentage of the calling credit. The transaction fee is removed from the payment before applying it to the account as available funds.

Tax rate

Optionally, enter a sales tax rate into this box. The calculated amount will be deducted from payment before it is applied to the account as calling credit.

Transaction details

Enter a textual description of the transaction. This will be displayed on the customer's CDR Control Panel.

Email notification

If you enter an email address into this box, an email summarising the payment will be sent to the customer when a payment is applied to their account. An email is not sent for Credits or Charges.

When you have completed the form, press the Continue button to apply the transaction to the account.

Transferring funds to another account

It is possible to transfer funds to a different account using the second form on this page:

Destination account	Enter the recipient account number for the transfer. Clicking on the search icon opens a the DUAL Softswitch account search tool.
Transaction amount	Enter the amount to transfer.

When you have completed the form, press the Continue button to apply the transfer.