Payment Methods

Use this window to view, edit or add transaction payment methods.

To add an New Payment Method

  • Go to Parameters & Lists > Accounts > Payment Methods in the main menu bar.
  • Enter a new code of up to two characters in the Hot Area of the Payment Method window.
  • Click on the New Button in the Navigation Toolbar or hit return and click on Yes to Add New Payment Method?
  • When all the required fields have been entered, click on the green tick button to save.

This window contains the following fields:

Payment Method Description

Below the Code field is where you enter or view a full description of the payment method that the Code represents.

Number Mask

This is where you enter the number mask for the payment method, complete with breaks in-between groups of numbers. This will indicate to the person entering the data the sequence of numbers and/or letters that are to be expected with this form of payment. For example, a credit card mask might look like this:

9999-9999-9999-9999

which might allow the user to enter 1435-5633-7658-1029

Instant Cleared Tick box

Tick this box if the payment method does not need clearance, such as cash or payment on account.

Transfer Details Tick box

Tick this box if the Company's or Contact's Payment Method Details need to be transferred to the transaction. This would only apply to credit cards.

Sales Check Box

Tick this box to indicate to the system that this Payment Code applies to Sales Orders/Transactions.

Purchase Check Box

Tick this box to indicate to the system that this Payment Code applies to Purchase Orders/Transactions.

Invoice/Credit Tick box

Tick this box to indicate to the system that this Payment Code applies to invoics/credit notes.

Receipt/Payment Tick box

Tick this box to indicate to the system that this Payment Code applies to receipts/payments.

Default Transaction Type

Enter or Search for the default transaction type for this payment method. For more information see Transaction Types.