Receive a Payment Screen

This screen allows you to receive a payment and post the transaction to the relevant 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. If you have already entered the party ID on the previous screen it will be automatically applied to this field.
• 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 organization's pre-configured default currency.
• 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 Screen for this transaction.