The Purchases Payment Types List displays all currently configured Purchases Payment Types. Each entry on the list shows each Payment Type's Name, Number, and Hot-Key combination.
To add a new Purchases Payment Type:
- Select a location on the list of existing Purchases Payment Types for the new Payment Type to be inserted. Press [Ins] to display the Purchases Payment Type Settings screen. Complete all the settings as needed and press [F10] to save or [Esc] to cancel without saving the new Purchases Payment Type.
To edit an existing Purchases Payment Type:
- Select the Purchases Payment Type on the list. Press [F3] or [Enter] to display the Purchases Payment Type Settings screen. Make desired changes and press [F10] to save the changes or [Esc] to cancel without saving the changes.
To delete a Purchases Payment Type:
- Select the Purchases Payment Type on the list. Press [Del] to remove it from the list. Press [F10] to save or [Esc] to cancel without deleting the payment type. Note: It is not recommended to delete payment types.
Changing the Purchases Payment Type List Order:
The order in which the payments on the Purchases Payment Types List are displayed may be rearranged. To move a payment from one location on the list to another, select the payment to be moved and press [Shift]+[Del] to cut it from the list (it temporarily disappears). Navigate to the location to which the payment is to be moved and press [Shift]+[Ins] to paste it back to the list (it reappears in the selected location). Press [F10] to save or [Esc] to cancel without moving the payment.
Settings available on the Purchases Payment Types Settings screen:
Number - Used internally to identify each Purchases Payment Type. Once assigned and used, the Payment Type Number should not be changed.
Name - Identifies each Purchases Payment Type on Lookup Lists, Reports, etc.
Terms - Identifies the terms of a payment type and is displayed on Invoices and Receipts.
Payment Type - Defines the manner in which the payment is handled (as cash, like a credit card, for house credit, etc.).
Print Button - Defines the default Print Button selected automatically after the payment is entered.
Reference Field - Cursor prompts for input in the Reference field.
Default to $0.00 - Automatically enter $0.00 as the payment amount.
Skip Tendered Field - Accept the full amount tendered without prompting for confirmation.
Print Immediately - Prints automatically when the transaction is completed.
Hot Key - Defines the [Ctrl]+key combination used to quickly select the Payment Type.
Configuration Manager Contents