The fields that appear at the bottom of the Sales window depend on the type of sale you are creating.
Click the zoom arrow () if you want to view or change the tax amounts assigned to the sale.
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Type or select the payment method. Click Payment Details if you want to enter details about the payment. For example, if you are being paid by credit card, you can record the credit card number and expiration date.
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If you have subscribed to the Merchant Account Service, note the following when completing the Payment Method field in a sale:
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American Express: AMER or AMEX
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MasterCard: MAST
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Visa: VISA
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Discover: DISC
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For more information about the Merchant Account Service, see Processing credit card payments using Merchant Account Service.
If you need to add specific information or notes for a quote, order or invoice, you can enter up to 1000 alphanumeric characters in the Note field. The notes entered can be viewed and printed. To print the Notes field on the form, the form must be customized. For more detailed information on adding a data field to a form, see Customizing forms.