Add NSF

Modules>CRM> Find, List, Query, or Add Payment> Payment Profile > NSF button

NSF stands for Non-Sufficient Funds. NSF is a banking term for a check that is presented for a transaction, but the amount written on the check exceeds the available balance in the account.

The NSF button appears only for payments with a payment method of check, processed from a batch that is now closed. Add an NSF record when you want to identify the payment as NSF, enter a date adjustment, and charge an NSF fee.

Step 1: Payment Change Information

1. Go to Modules>CRM> Find, List, Query, or Add Payment> Payment Profile. Click the NSF button. The NSF wizard opens.
2. The first section, Payment Information, displays the following fields:

   Field	Description
   Check #	Displays the number of the check that bounced.
   Payment amount	Displays the amount that should have been paid
   Invoice #	Displays the number of the original invoice. Click the link to go to the Invoice profile.
   Transaction date	Displays the date and time of the original transaction.
   Paid by	Displays the full name of the customer. Click the linked name to go to the Individual Profile for the customer.

3. Fill in the fields in the Void Payment Information section as described in the table below:

   Fields	Required	Description
   Transaction batch	Required	Select a new batch for the new invoice that will be generated for the NSF fee.
   Payment void date	Required	Enter or Select the date you want to void the payment. Defaults to today's date.

4. Set up NSF Fee Information, orfill in the fields for the NSF Fee Information section as described in the table below:

   Fields	Required	Description
   Fee amount	Required	Defaults to the fee amount set for this business unit. Use the default or edit the fee amount.
   Charge description	Optional	Enter a description for this fee.

5. Click the Continue button to go to the next step in the wizard. Click the Cancel button to clear your changes.

Step 2: NSF Confirmation

1. Review the information for the original invoice according to the table below, this is the invoice that will be marked UNPAID:

   Field	Description
   Invoice #	Displays the number of the original invoice. Click the link to go to the Invoice profile.
   Check #	Displays the number of the check that bounced.
   Transaction date	Displays the date and time of the original transaction.
   Paid by	Displays the full name of the customer. Click the linked name to go to the Individual Profile for the customer.

2. Review the information for the new invoice according to the table below, this is the new invoice that will be created for the NSF Fee:

   Field	Description
   Invoice amount	Displays the amount of the fee that will appear on the new invoice.
   Invoice date	Displays the creation date of the new invoice.

3. Click the OK button to complete the wizard, mark the original invoice unpaid, and create the new invoice. An NSF! icon appears on the Payment Profile and the original invoice information appears in the adjusted/voided payment details child form. Click the Go Back button to go back to Step 1: Payment Change Information.