Payment and Receipt Methods
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    Payment and Receipt Methods

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    Article summary

    Payment and Receipt Methods

    List of payment and receipt types:

    Payment types available for selection in the ‘payment’ screen:

    Receipt types are available in the Create New Receipt screen:

    Some of the payment types are available in the bank reconciliation screen:

    Create a new receipt or payment type

    Field Name

    Description

    Is Active

    When marked, it is available for use

    Default Number

    Enter a default number if you want a default number for the payment/receipt reference

    Number can contain numbers

    Select this if the reference number can contain numbers

    Use on payments?

    When marked, it is available for payments

    Use on transfers?

    When marked, it is available for transfers

    If more then .... days apart, do not reconcile

    Add the number of days you want if you don’t want the transaction automatically selected in an uploaded bank statement (I think)


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