Stripe Correcting Missing Surcharge in Synergetic

Stripe Correcting Missing Surcharge in Synergetic

Objective

Ensure a surcharge is correctly applied when a parent payment includes the surcharge, but it was not recorded in Synergetic.

Procedure

Step 1: Identify the Affected Receipt

• Locate and note the receipt number where the surcharge is missing.

Step 2: Access Cash Receipts Posting

• Navigate to Cash Receipts Posting in Synergetic.

Step 3: Modify the Receipt

• Select Posting Action > Modify Receipt.
• Enter the receipt number noted earlier.
• Observation: The receipt will not display a GL Seq.

Step 4: Confirm Receipt

• Verify you have selected the correct receipt for modification.

Step 5: Add the Surcharge

• Go to the Payment Detail tab.
• Click Surcharge.
• Enter:
  • Surcharge Amount
  • Description (this will appear in the GL Journal record)
• Click OK to confirm.

Step 6: Save Changes

• Ensure the modification is complete and the surcharge is now reflected.

Verification in Debtor Maintenance

History Tab

• Amount and Allocated columns display the Amount from the receipt (original payment amount).

Receipts Tab

• Receipt Amount:
  Shows the full payment value made by the parent.
• Debtor Amount and Allocated Amount:
  Same values as shown on the History Tab.
• GL Amount:
  Displays the surcharge amount applied to the transaction.

✅ Tip for Users:
Always confirm the surcharge appears in the GL Amount field on the Receipts tab after modification.