Difference between revisions of "Payment Methods"

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[[File:helpheader_small.png|right]]
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Payment methods can be used with or without the invoicing module. If used with the invoicing module you can specify alternate invoice footer text for the projects.  To edit an existing method simply click on the name of the method.  To add a new method click the 'Enter New Method' button.
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''Location in standard build:'' '''''Administration > [[Drop-Down Lists]] > Payment Methods'''''
 
  
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[[File:PM_1.png|border]]
 
  
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[[File:pay_meth.PNG|700px]]
  
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''Also:'' '''''Accounts > Set Up > General Accounts Set Up > Payment Methods'''''
 
  
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[[File:PM_2.png|border]]
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On the edit screen you can specify;
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* Name of the method (used with or without the invoicing module)
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* Default alternate footer text added to the invoice for this method
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* Override an individual project to use a different footer for this method.
  
  
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The list of Payment Methods is used for the Payment Method field on org/people Details screens.
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[[File:pay_meth1.PNG|900px]]
  
  
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==Setting up Payment Methods==
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'''Payment Method Name''' - Description of method (Cash, Direct Debit, Standing Order etc.).
  
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Click on the menu item to see the Payment Methods set up on the system, if there are any. Click on "Enter New Method" to create one (or click an existing one to edit it).
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'''Active?''' - When set to 'Yes' this method can be used.
  
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[[File:PM_3.png|border]]
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'''Payment Method Default Text''' - This is the footer text that will be displayed on the bottom of an invoice (replaces the [[Invoice Layouts]] footer text).
  
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'''Alternate Messages for Projects''' - Per project you can specify to override the above Payment Method Default Text.
  
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You can now enter the following information:
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To submit the changes click the 'Save Details' button.
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* Payment Method Name
 
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* Active? - whether this method is available on the system or not
 
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Click "Save Details" when you have entered the information.
 
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[[File:PM_4.png|border]]
 
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===Extra field if using the Invoicing module===
 
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If you have accessed the Payment Methods list from '''''Accounts > Set Up > General Accounts Set Up > Payment Methods''''', there will be an extra field, as shown - "Payment Method Default Text".
 
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[[File:PM_5.png|border]]
 
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As the text on the page states, this text will appear at the bottom of each page of a printed Invoice for this payment method. This means it can be used (as shown) to give specific instructions for how the customer should proceed depending on the payment method e.g. BACS payment instructions.
 
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==Where used==
 
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The Payment Methods drop-down list is used for the options in the "Payment Method" field on org/person Details screens.
 
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[[File:PM_6.png|border]]
 
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As well as being available for reporting (see below), the Payment Method set for an org/person can be used:
 
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* To filter the Pre-Invoice List (i.e. to tell the system to "only produce invoices for this/these Payment Methods")
 
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==Reporting outputs==
 
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Data entered in the Payment Method field is available:
 
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* in Data Extractions, both as a selection criteria and as a column to be added to an output spreadsheet
 
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[[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 12:20, 29 April 2015 (BST)
 

Latest revision as of 16:05, 2 February 2023

Payment methods can be used with or without the invoicing module. If used with the invoicing module you can specify alternate invoice footer text for the projects. To edit an existing method simply click on the name of the method. To add a new method click the 'Enter New Method' button.


Pay meth.PNG


On the edit screen you can specify;

  • Name of the method (used with or without the invoicing module)
  • Default alternate footer text added to the invoice for this method
  • Override an individual project to use a different footer for this method.


Pay meth1.PNG


Payment Method Name - Description of method (Cash, Direct Debit, Standing Order etc.).

Active? - When set to 'Yes' this method can be used.

Payment Method Default Text - This is the footer text that will be displayed on the bottom of an invoice (replaces the Invoice Layouts footer text).

Alternate Messages for Projects - Per project you can specify to override the above Payment Method Default Text.

To submit the changes click the 'Save Details' button.

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