Applied Payment Details window

The Applied Payment Details window allows you to enter details about the payment method entered in the Payment Method field for Sales, Receive Money, Receive Payments and Settle Returns and Debits transactions.

Depending upon the payment method you’ve chosen, you can enter a credit card number, a check number or a note about a payment you received. If you change the entry in the Payment Method field in this window, the fields will change to match the method type.

When you create your payment methods, take care when selecting the entry in the Method Type field. The entry in this field determines which fields are shown in the Applied Payment Details window.

Field Descriptions

Depending upon the steps you’ve followed to open this window and the payment method you’ve chosen, the following fields may appear:

Deposit to Account

Select this option if you want the customer payment to be deposited into this account.

If this option is selected, the account you’ve selected as your Chequing Account for Customer Receipts in the Sales Linked Accounts window is displayed.

Note that this field will appear only if you’ve opened the window from the Sales Invoice or Sales Order windows.

Group with Undeposited Funds

Select this option if you want the customer payment to be grouped with other deposited funds in this account.

If this option is selected, the account you’ve selected as your Chequing Account for Undeposited Funds in the Accounts & Banking Linked Accounts window is displayed.

Note that this field will appear only if you’ve opened the window from the Sales Invoice or Sales Order windows.

Payment Method

This field displays the Payment Method entered on the transaction. You can change it, if you want.

■	The credit card information appears in the Card Number, Expiration Date and Name on Card fields.

Card Number

Enter the number of the credit or debit card. You can enter up to 25 alphanumeric characters.

If you’ve entered this information in the Payment Details view - Customer of the Card Information window for a customer, this information will be entered automatically.

This field will appear only if the selection in the Payment Method field is a Debit Card or Credit Card type and the selection in the Card Entry Method field is Manual.

Expiration Date

Enter the expiration date that appears on the credit or debit card. Enter it in the format: mm/yy.

If you’ve enter this information in the Payment Details view of the Card Information window for a customer, this information will be entered automatically.

This field will appear only if the selection in the Payment Method field is a Debit Card or Credit Card type and the selection in the Card Entry Method field is Manual.

Name on Card

Enter the name that appears on the credit or debit card. You can enter up to 50 alphanumeric characters.

If you’ve entered this information in the Payment Details view of the Card Information window for a customer, this information will be entered automatically.

This field will appear only if the selection in the Payment Method field is a Debit Card or Credit Card type and the selection in the Card Entry Method field is Manual.

Address

This field will appear only if the selection in the Payment Method field is a Debit Card or Credit Card type and the selection in the Card Entry Method field is Manual.

Check Number

Enter the number of the check.

This field will appear only if the selection in the Payment Method field is a Check type.

Notes

Enter a note about the transaction. You can enter up to 255 alphanumeric characters.

If you’ve entered information in the Notes field of the Payment Details view - Customer of the Card Information window for a customer, this information will be entered automatically.

Authorization Code

Enter the authorization number that you receive from the credit or debit card company.

Amount

This field is for display only. It displays the amount of the payment transaction.

This field will appear only if the selection in the Payment Method field is a Debit Card or Credit Card type.

Cancel

Click to close the window without saving your changes.

OK

Click to save and exit the window.

Tips for this window

Related Topics

■	Receiving money

■	Receiving payments