How to Apply Payment to a Trip

Payments can be applied from two different screens. They can be applied to individual legs or an entire trip.

Method 1 – Trip Scheduling

Navigate to the Trip Scheduling tab, then select the Scheduling icon.

  1. Once you have the trip loaded in the Trip Scheduling screen, select the additional information icon.
  1. Select the payment information icon.
  1. Select the payment Method.
  2. Choose which Leg the payment should be applied to from the drop-down.
  3. Input the Amount of payment received.
  4. If you want the payment amount to be displayed for the driver to collect, click the checkbox and the amount owed will display on RB Mobile.
  5. Enter the Date Posted for a record of when the payment was received.
  6. Important information regarding payment can be entered as a
  7. Use the red minus sign to remove a previously applied payment.
  8. Any remaining Balance after payments have been applied will be displayed at the bottom of the Payments
  9. Click OK to save your changes.

Method 2 – Trip Viewer Screen

Navigate to the Scheduling tab, then select the Viewer icon.

  1. Add the Paid column to your view.
  2. Click the amount in the Paid
  1. Select the payment Method.
  2. Choose which Leg the payment should be applied to from the drop-down.
  3. Input the Amount of payment received.
  4. If you want the payment amount to be displayed for the driver to collect, click the checkbox and the amount owed will display on RB Mobile.
  5. Enter the Date Posted for a record of when the payment was received.
  6. Important information regarding payment can be entered as a
  7. Use the red minus sign to remove a previously applied payment.
  8. Any remaining Balance after payments have been applied will be displayed at the bottom of the Payments
  9. Click OK to save your changes.

 

Related Articles:
How to Add a New Payment Method
How to Adjust Post Payment Settings
How to Change the Billing Status of a Trip
How to Create a Custom View
How to Load an Electronic Remittance
How to Post Payments

Key Terms:

Method, Paid, Payments, TripSchedulingFormHelp, TripViewerFormHelp