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 – More text to describe the payment method, displayed only on the Payment Method list grid.
Payment Type – Choose from Cash, Check, Credit, Debit or Other. The choice will affect other visible information and features when using this method on payments.
- Cash – When the cash tendered is greater than the payment amount, the difference will be calculated as change. Payment amounts can be rounded to the nearest .05 on sales and POS orders, if Company Settings/Sales Orders/Misc and select “Enable penny rounding” is activated. A variance GL account is also required to maintain the difference.
- Check – Enter the check number reference along with the check amount.
- Credit – Include an authorization code along with the payment amount. Required if you want to use this method for Integrated Credit Card Processing.
- Debit – Include an authorization code along with the payment amount. You can enter an overpayment and support cash back to the customer.
- Other – When an alternate method of applying a credit value to an invoice is required, often for printing on the invoice form. Using this method allows for entering a reference value with the amount.
Account No – The Ledger account posted to by the payment, typically an Asset account.
Display
Display payment method – 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. If multiple methods have the same sequence number, these are sorted by the Code value.
Keyboard Shortcut – An optional key or combination that invokes this 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.
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