Payments for workorders may be received using:
•Cash
•Check
•Credit Card
•Accounts Receivable
MLS 2026 tracks each payment method separately so that:
•Daily balancing is accurate
•Accounting totals remain correct
•Reports properly reflect all incoming revenue
The Payment Posting screen is accessed from:
•The Totals tab of the workorder
•Or directly from the main Workorder browse screen using the Payments button
Credit Card Processing
MLS 2026 integrates directly with supported Merchant Services providers for real-time credit card processing.
The system supports:
•Credit cards
•Debit cards
•Up to four separate cards on one workorder
This is especially useful when:
•A client splits payment between multiple cards
•Multiple parties are contributing toward payment
When the Credit button is selected:
1.The system launches the payment interface
2.The card is processed through the merchant service provider
3.The approved amount is returned automatically
4.The transaction is stored with the workorder
5.The receipt information prints on the final invoice
If a signature pad is installed, the client signature may also be captured and printed.
Once complete, press the Save button to retain the payment information.
Payment Fields
Balance Due
This field displays the current invoice balance requiring payment.
Cash Payment
For cash transactions, enter:
•Received — the amount physically handed to you
•Applied — the amount actually applied to the invoice
The system automatically calculates:
•Change due back to the customer
Check Payment
Enter the amount received by check.
Credit Card
If a card payment is manually entered, place the amount in this field.
If processed through the integrated Credit button, the amount will automatically populate.
Post To A/R
If the client is not paying the full balance immediately, the remaining amount may be posted to:
•Accounts Receivable
The unpaid balance automatically displays in this field.
If the client does not yet have an Accounts Receivable account established:
•Create the account before closing the workorder
If no account exists, MLS 2026 will temporarily place the transaction into a recovery file so the receivable can later be properly assigned.
Posting Note
This field is used for:
•Driver's license numbers
•Authorization references
•Check identification
•Special payment notes
•Internal accounting references
Posting Date
The system automatically inserts the current date.
However, you may change it if:
•Payment was actually received earlier
•You are back-posting a transaction
•Accounting requires a different posting date
If you enter a date different from today:
•MLS 2026 will ask for confirmation
This warning is intended only to help prevent accidental errors.
Important Note
Changing the posting date affects:
•Daily totals reports
•Deposit reports
•Accounting summaries
Always verify dates carefully before saving.
Close Today
Checking the Close Today box indicates:
•The workorder is ready for daily closing
•The invoice should be included in today's accounting totals
The workorder will not be fully closed until this option is selected.
Be sure to Save the payment posting once complete.
Accounts Receivable Processing
If an unpaid balance remains:
•MLS 2026 will display a warning
•The balance will be highlighted
•The system may sound an alert tone
When Accounts Receivable is enabled:
•The balance is automatically posted to the client's account
This allows:
•Statements
•Aging reports
•Credit tracking
•Payment follow-up
to function properly.
If the client does not yet have credit privileges established:
•The balance is temporarily stored in a Receivables Transaction file
•It can later be recovered once the account is properly created
Payment Posting From The Main Workorder Screen
The main Workorder Browse screen includes a Payments button.
This allows you to:
•Highlight a workorder
•Enter payment information directly
•Avoid opening the full Workorder Development screen
This is especially useful for:
•Fast customer pickup
•Front counter payment processing
•Quickly applying deposits or balances
All normal payment posting rules and controls still apply.
Best Practices
•Always verify payment totals before saving
•Be careful when changing posting dates
•Confirm Accounts Receivable balances before closing
•Save every payment transaction immediately
•Reprint invoices after posting payment changes if necessary
Accurate payment posting is critical because it directly affects:
•Daily balancing
•Bank deposits
•Accounts Receivable
•Credit card reconciliation
•Accounting reports
•Customer history records