Assigning Payment Methods to Customers
Assign automatic payment methods to your customers if you are using Automatic Receipts. Payment methods determine the required processing steps for your automatic receipts, such as confirmation, remittance, and reconciliation.
You can assign manual payment methods to your customers to indicate which form of payment will be used to pay that customer's transactions, such as a check or wire transfer. You can assign multiple payment methods to a customer as long as the start and end dates of each method do not overlap.
During transaction and receipt entry, the system uses the primary payment method that you defined for your customer addresses as the default.
Prerequisites
Enter a Bill-To Location (if you are assigning a payment method to a customer address)
To assign a payment method to a customer or address:
1. Navigate to the Customers or the Customer Summary window.
2. Query the customer to which you want to assign a payment method.
3. If you are in the Customer Summary window, choose Open.
If you are assigning a payment method to a customer, skip to the next step.
If you are assigning a payment method to an address, open the Addresses alternative region, select the address, then choose Open.
Attention: To assign a payment method to a customer address, the address must have a bill-to location.
4. Open the Payment Methods alternative region.
5. Enter the Payment Method Name or select one from the list of values.
6. Enter the dates that this payment method will be active. Change the From field to a date in the future if necessary. Leave the To field blank if you want the payment method to be active indefinitely.
7. To use a particular payment method as the default, check the Primary check box next to that payment method.
See Also
Entering Customer Addresses
Payment Methods
