Difference between revisions of "Payment Methods"
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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). | 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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| + | [[File:PM_3.png|border]] | ||
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| + | You can now enter the following information: | ||
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| + | * Payment Method Name | ||
| + | * Active? - whether this method is available on the system or not | ||
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| + | Click "Save Details" when you have entered the information. | ||
| + | |||
| + | [[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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| + | ---- | ||
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| + | [[User:Rob Kay|Rob Kay - manual author]] ([[User talk:Rob Kay|talk]]) 12:20, 29 April 2015 (BST) | ||
Revision as of 11:20, 29 April 2015
Location in standard build: Administration > Drop-Down Lists > Payment Methods
Also: Accounts > Set Up > General Accounts Set Up > Payment Methods
The list of Payment Methods is used for the Payment Method field on org/people Details screens.
Contents
Setting up Payment Methods
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).
You can now enter the following information:
- Payment Method Name
- Active? - whether this method is available on the system or not
Click "Save Details" when you have entered the information.
Extra field if using the Invoicing module
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".
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.
Where used
The Payment Methods drop-down list is used for the options in the "Payment Method" field on org/person Details screens.
As well as being available for reporting (see below), the Payment Method set for an org/person can be used:
- To filter the Pre-Invoice List (i.e. to tell the system to "only produce invoices for this/these Payment Methods")
Reporting outputs
Data entered in the Payment Method field is available:
- in Data Extractions, both as a selection criteria and as a column to be added to an output spreadsheet
Rob Kay - manual author (talk) 12:20, 29 April 2015 (BST)
