Make and Record a Payment

Credit Card Payment  

To make a credit card payment, take the following steps:

1. 1. Open the desired account
   2. Click the Make / Record a Payment button (on either the Account Detail or Finance Detail pages)
   3. Click Credit Card Payment
   4. Choose your Select Payment Date settings
      • Make my payment now will initiate the transaction immediately
      • Make my payment on lets you specify a date in the future to initiate the transaction
   5. Indicate the Payment Amount

Optional Settings: 

• 1. • Click the Pay in Full link to pay the current Account Balance
     • If your organization is set up to use Convenience Fees, the calculated fee will display here. To override the fee, uncheck the Automatically Calculate box and adjust the fee in the text field. The Payment Total will display below.
     • Add Comments to the payment using the text field. Any text you enter here will be displayed in confirmation correspondence sent to the client.
  2. Provide Credit Card Information by choosing one of the available options:
     
     
     • Use a new credit card by entering the required information.  
     • Select an existing credit card if it has been previously entered
  3. Click the Submit / Schedule Payment  

Additional Options 

• UltraCamp will automatically allocate these funds on its own, but you can override this and allocate the funds manually by checking the box to Specify how this payment should be applied.  
• Print a Receipt of this transaction,
• Schedule multiple additional payments using this payment method by checking the appropriate box. Here you'll be able to add multiple amounts for specific dates.
• By default, UltraCamp will perform an address verification security check on the card.  However, you can bypass this by unchecking the box to Perform address verification on this transaction.

Navigate to Make a Payment 

ACH Payment 

To make a credit card payment, take the following steps:

1. 1. Open the desired account.

   2. Click the  Make / Record a Payment button (on either the Account Detail or Finance Detail pages).

   3. Click ACH Payment.

   4. Choose your Select Payment Date settings.

      • Make my payment now -  will initiate the transaction immediately

      • Make my payment on - lets you specify a date in the future to initiate the transaction.

   5. Indicate the Payment Amount.

Optional Settings:

• 1. • • Click the Pay in Full link to pay the current Account Balance.

       • If your organization is set up to use Convenience Fees, the calculated fee will display here.  To override the fee, uncheck the Automatically Calculate box and adjust the fee in the text field. The Payment Total will display below.

       • Add Comments to the payment using the text field. Any text you enter here will be displayed in confirmation correspondence sent to the client.

  2. Provide Account Information by choosing one of the available options:

     • Use a new account by entering the required information.

     • Select an existing bank account if it has been previously entered

  3. Click the Submit / Schedule Payment.

How ACH Payments Work    

• ACH payments transfer money electronically from an individual's bank account to yours.

• This payment functions very much like a check payment and is processed through the Automated Clearing House (ACH). ACH payments function very much like paper checks--they take several days to clear and may be returned if there are insufficient funds in the designated account or account information is incorrect.

ACH Pre-Notes and First Time Payments

• The first time an ACH payment is made, UltraCamp must verify that the bank account entered actually exists.  To verify an account, UltraCamp sends a Pre-Note.  This Pre-Note behaves like a transaction and takes 3-5 business days to process but doesn't incur processing fees and doesn't withdraw any money from a bank account.  
• If the Pre-Note confirms the entered account is real, UltraCamp submits the ACH payment for processing.  This extends the time between when a first payment is initiated and when it is received.  However, after an account is confirmed this process will not be repeated, and all future payments will process normally.
• If the Pre-Note cannot confirm the entered account, the ACh payment is not processed and no fees are incurred by your organization.  An alert is sent to the client about the payment failure.

Sponsorship Payment

To make a sponsorship payment / claim, take the following steps:

1. 1. Open the desired account.
   2. Click the Make / Record a Payment button (on either the Account Detail or Finance Detail pages).
   3. Click Sponsorship Payment.
   4. Select the desired code and click the Next >>  
   5. Select your code by:
      • Typing it into the Sponsorship Code field.
      • Clicking on the code in the list.
   6. Indicate the correct session by checking the appropriate Select box to the left.
   7. Confirm the Sponsorship Amount. The default amount will display in the field but can be edited.
   8. Click the Claim Sponsorship button

Physical Cash/Check Payment

To record a physical payment, take the following steps:

1. 1. Open the desired account.
   2. Click the Make / Record a Payment button (on either the Account Detail or Finance Detail pages).
   3. Click Other Payment.
      
   4. In the Transaction Type dropdown menu, select either "Check" or "Cash".
   5. Enter the Transaction Amount.
   6. Provide Transaction information as desired.
      
      
      • Enter Check Number for check payments.
      • Enter a specific Transaction Date or leave blank for today's date.
      • Record a Transaction Memo if you wish to record comments for the transaction--these will be visible to the client.
   7. Click Submit Payment.

Additional Options 

• UltraCamp will automatically allocate these funds on its own, but you can override this and allocate the funds manually by checking the box to Specify how this payment should be applied. 
• Print a Receipt of this transaction.