Payment Methods

Spire allows an unlimited number of payment methods to categorize customer transactions. You can open the list of payment methods from the Edit menu.

• Code – An alphanumeric code up to 10 characters.
• Description – Description of the payment method
• Payment Type – Choose from Cash, Check, Credit, Debit or Other. The choice will affect other visible information and features.
• Account No – The Ledger account posted to by the payment.

Display

• Display – When enabled, the payment method will be displayed to users within both Sales Orders and Accounts Receivable payments.
• Sequence – The order in which to display the methods, from 1 to 99. Smaller numbers are listed higher.
• Keyboard Shortcut – The key that invokes the payment method in sales order payments.
• Icon – An icon for the method to display on payment screens for sales orders.
  

Integration

• Enable – When the Payment Type is Credit, this payment method can use an integrated payment processor.
• Type – Choose from Integrated credit card processor or External terminal.
  

*If payment type is set to ‘Cash’, payment amounts can be rounded to the nearest .05 on sales and POS orders. To activate this, edit Company Settings/Sales Orders/Misc and select “Enable penny rounding”. Also enter a variance GL account to post the difference.