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Create a manual payment request

In TFACTS you can create manual payment requests for existing service authorizations. You can also create manual payment requests if a service authorization is not required.

Follow these steps to create a manual payment request.

1. From the Home screen, click Financial > Payment. The Process Payment Requests screen appears.

2. Click Manual Payment Request in the link menu. The Manual Payment Requests screen appears.

3. Click Link Resource to search for and select a resource for the payment request.

4. Click Link Person to select the case member applicable to the payment request.

5. (Optional) Click Link Service Authorization to select a service authorization fort the payment request.

6. Complete the required fields on the screen:
   
   Service Category   
   Service Type   
   Service Description   
   Responsible Fiscal Region   
   Fiscal County   
   Payment Type   
   Payment Start Date   
   Payment End Date   

7. Complete other fields, as appropriate.

8. (Optional) In the Basic Cost field, enter the initial cost for the payment request and click Calculate to see the total.

9. Click Save.  

See also:

Create a payment requests roster

Remove a payment request from a roster

Update payment request units and dates

Apply an invoice number to a payment request

Approve payment requests

Approve rosters and disburse payments