Creating a Payment Item

Use the following procedure to create a payment item.

To create a payment item:

1. Go to Lists > Accounting > Items > New.

2. From the New Item list, click Payment.

3. On the Payment item page, complete the Primary Information section:

   1. Enter a unique Item Name/Number for your payment item.

      You can enter up to 250 characters for the item name. This name appears in lists on transactions.

   2. (Optional) Enter a Display Name/Code.

      The display name prints in the sales forms Item column when Basic printing is used.

   3. Enter an item Description.

      This information appears in the sales form description column.

   4. (Optional) Select the Payment Method you want to associate with the item.

      For more information, see Creating a Payment Method.

   5. Select the Product Name this item is associated with.

4. Complete the Classification section:

   1. Select a Department to associate with this item.

   2. Select a Class or Sales Channel to associate with this item.

   3. Select a Location to associate with this item.

      To use locations, you must use the Multi-Location Inventory feature.

5. On the Accounting subtab, choose one of the following options:

   • Group with Undeposited Funds- For payments to be processed as any other un-deposited funds.

   • Account- For payments to be deposited into an account. If you choose this option, you must select the account.

6. Click Save.

Related Topics

Payment Items

General Notices