NOTE: The On Account Method of Payment is mandatory in the list - you may not change or delete it.Your Master Methods of Payment list is simply the list of payment methods you accept at all business Locations in your Enterprise. Each business Location will then select the Methods of Payment applicable to it (in other words, each business Location will select a subset of the Master list).
NOTE: The On Account Method of Payment is mandatory in the list - you may not change or delete it.
The Master Payment Methods Setup Dialog:
To maintain your Master Payment Methods:
Select Tools | Enterprise | Methods of Payment (Master List)
NOTE: If the order that Methods of Payment appear in the software's dialogs is important, you may save your Master Methods of Payment in any order you choose. Tools are provided to insert Methods of Payment anywhere in the list or at the bottom of the list. Or, you may simply drag and drop the Methods of Payment to a new position in the list.
The Master Payment Methods Setup dialog (shown above) is used to:
Add New Methods of Payment,
Remove Methods of Payment,
Update Methods of Payment and
Change a Methods of Payment's position in your list.
NOTE: Changes to your list of Master Method of Payments are not permanently saved to your database until you click Save on the Master Method of Payments setup dialog.
To Add a new Method of Payment at the bottom of the List:
To Insert a new Method of Payment below the highlighted Method of Payment:
To Update an existing Method of Payment:
To Move a Method of Payment to a different position in the list:
To Remove (delete) a Method of Payment from the list:
IMPORTANT: It is important to understand that in the software, you are not allowed to delete Master Method of Payments that have sales recorded against them. Neither are you allowed to delete a Master Method of Payment that is used at any business Location.
Click here to jump to Location Methods of Payment.
Enterprise Default Settings (6:30)
