Difference between revisions of "Receive a Payment Screen"
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| − | This screen allows you to receive a payment | + | This screen allows you to receive a payment. Enter the appropriate data into the following fields |
*'''Payment Type''' - Select the payment type (for example, "Customer Payment") from the drop down menu. | *'''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]]. | + | *'''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 and this field can no longer be changed. |
| − | *'''Payment Method | + | *'''Payment Method''' - This field will only appear if you entered the party ID on the previous screen. Select from the payment methods created of this party from the drop down menu. The payment method type will be automatically set to match this payment method. |
| − | *'''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 | + | *'''Payment Method Type''' - If you do not choose a payment method (or if the payment method option were unavailable), then you may select the payment method type (for example, "Cash", "Credit Card" or "Ebay") from the drop down menu. |
| + | *'''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]]. | *'''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. | *'''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. | *'''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 [[ | + | Clicking the [Receive Payment] button will take you to the [[View Payment Screen]] for this transaction. |
Latest revision as of 17:44, 10 April 2008
This screen allows you to receive a payment. 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 and this field can no longer be changed.
- Payment Method - This field will only appear if you entered the party ID on the previous screen. Select from the payment methods created of this party from the drop down menu. The payment method type will be automatically set to match this payment method.
- Payment Method Type - If you do not choose a payment method (or if the payment method option were unavailable), then you may select the payment method type (for example, "Cash", "Credit Card" or "Ebay") from the drop down menu.
- 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.
