CR> Maintenance> Pay Method

CR Pay Method Maintenance

Summary

Pay methods are used to define what kind of payment is received when creating a receipt in the Cash Entry window. The most common pay methods created are Cash, Check, Wire, Electronic Funds Transfer (EFT) and Credit Card.

Slips can be attached to payment methods if you would like a specific slip to print when a certain payment method is used. Slips attached to the payment method will always print when a receipt is generated using that payment method. If there are default slips set up in the Slip Maintenance window (UB> Maintenance> Slip) and receipts are set up to print on save in the Operator Maintenance window (UB> Maintenance> Operator), the default slips will print first followed by the slips attached to the payment method. You can also attach a slip to a type code if you would like a specific slip to print on a specific type code. (UB> Maintenance> Type Code).

Once the payment methods have been created, you should set up a default payment method in CR> Utilities> Setup> Default Payment Method drop-down menu. Payments received in the Cash Entry window will default to the payment method when a receipt is created.

The Payment Method Listing Report (CR> Reports> Payment Listing Report) allows you to group receipts by payment type.

Related Links

Click here for information on the Cash Receipts module setup.

Click here for information on the Payment Listing Report.

Step by Step

1    Open the Pay Method Selection window (CR> Maintenance> Pay Method).  

 

• Press DELETE to delete the highlighted payment method.
• Highlight a payment method and press ENTER to open the selected payment method.
• Press INSERT to create a new payment method. This will open the Pay Method Maintenance window.

2    Create a pay method.  

 

• Enter a Payment Method. The Pay Method field can be up to 20 alphanumeric characters and will be used to identify a payment type from a drop-down menu.
• Enter a Payment Method Description. This field can be up to 25 alphanumeric characters long.
• Select a payment method in the Type drop-down menu. The pay method type determines how the payments of payment methods will be grouped together on the Cash Receipts Proof List (CR> Cash Receipts> Proof List) and the Receipts Listing Report (CR> Reports> Receipt Listing).
• If you would like to group payments by payment method rather than type, generate a Pay Method Listing Report (CR> Reports> Pay Method Listing).

3    Attach a slip to a payment method.  

 

• Slips attached to a payment type will always print when receipts are saved. If there are default slips set up in the Slip Maintenance window (UB> Maintenance> Slip) and receipts are set up to print on save in the Operator Maintenance window (UB> Maintenance> Operator), the default slips will print first followed by the slips attached to the payment method.
• If there are slips attached to a type code on the receipt they will print as well.
• Press INSERT to add a slip to the payment method. This will open the Slip Selection window.
• Select the specific Slip to print with this Pay Method or create a new slip.
• Click the right border of the window (the border will change colors when you hover the mouse over it) to display the Maintenance section of the window.
• Highlight a slip and press ENTER to add a slip to the payment method.
• Each slip will be assigned a print order when it is attached to a payment method. The print order determines the order that the slips will print when a receipt is created.
• Change the value in the Print Order column in order to change the order in which the slips will print.
• Click on the Save icon or press ENTER to save your work.

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