View source for Receive a Payment from Party ID

From Opentaps Wiki

← Receive a Payment from Party ID

You do not have permission to edit this page, for the following reasons:

• The action you have requested is limited to users in the group: Users.
• This page has been protected to prevent editing or other actions.

---

You can view and copy the source of this page.

This screen allows you to receive a payment and post the transaction to the appropriate GL account. Enter the appropriate data into the following fields *'''Payment Type''' - Select the payment type (for example, "Customer Payment") from the drop down menu. *'''Receive from Party''' - You may enter the internal party ID manually, or search for it using the [[lookup widget]]. *'''Payment Method Type''' - Select the payment method from the drop down menu. This will determine the GL account that the payment will be applied to. *'''Amount''' - Enter the amount of the payment and select the currency from the drop down menu. Please note that the currency will be set to the company's configured currency by default. *'''Effective Date''' - Enter the date that the transaction will be effective manually, or by using the [[calendar widget]]. *'''Comments''' - Enter any relevant comments into this optional field. *'''Check/Ref Num''' - Enter the check number, or the reference number of a credit card or EFT transaction. Clicking the [Receive Payment] button will take you to the [[View Payment|View Payment Screen]] for this transaction.

Return to Receive a Payment from Party ID.