CR Pay Method Maintenance

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).

Enter an optional Cash GL Override account for the pay method or click the field label to select one from a list. This can be a full account or a partial account.
- When this payment method is used, this account will override the default cash account associated with the relevant rate, fee or type code. This is often useful when processing credit card payments, as there may be a delay in reconciling those transactions when compared to cash or check payments.
- If a pay method with an attached Cash GL Override is used in the Cash Receipts process, that CR receipt will be limited to one pay method. If additional pay methods need to be used, additional receipts will need to be created.

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.