Difference between revisions of "Make a Payment Screen"
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| − | This screen allows you to make a payment | + | This screen allows you to make a payment. Enter the appropriate data into the following fields |
*'''Payment Type''' - Select the payment type (for example, "Vendor Payment") from the drop down menu. | *'''Payment Type''' - Select the payment type (for example, "Vendor 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]]. | ||
| − | *'''Payment Method Type''' - Select | + | *'''Payment Method Type''' - Select from the company's available payment methods 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. | *'''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]]. | ||
| Line 9: | Line 9: | ||
*'''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 [Make Payment] button will take you to the [[View Payment|View Payment Screen]] for this | + | Clicking the [Make Payment] button will record the payment in the system and take you to the [[View Payment|View Payment Screen]] for this payment. |
Revision as of 16:25, 5 December 2007
This screen allows you to make a payment. Enter the appropriate data into the following fields
- Payment Type - Select the payment type (for example, "Vendor 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 from the company's available payment methods 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 [Make Payment] button will record the payment in the system and take you to the View Payment Screen for this payment.
