Payment
Date - (REQUIRED) Select from the drop down the date you are writing the check or deposit.
Invoice # - (REQUIRED) By default the Invoice # of the highlighted Invoice is displayed. However if you are making a payment from the Customers table it will only contain 0's. You must enter the Invoice # you wish to make a payment on. (Note that if you are using the 'On Account' payment method this field will be disabled as those payments are not applied to an outstanding Invoice.)
Amount Paid - (REQUIRED) By default this will display the amount due on an existing Invoice. However if you are making a payment from the Customers table it will be blank. Enter the amount being paid against the account or Invoice.
Payment Method - (REQUIRED) By default this will display the Customers default payment method. Otherwise select from the drop down the method used for this transaction. (Note that the method selected determines which fields will be enabled.)
Credit Card Name - (REQUIRED) This is required if Credit/Debit Card is selected for the payment method. Select from the drop down which card was used for this transaction.
Credit Card Number - (REQUIRED) This is required if Credit Card/Debit Card is selected for the payment method. Enter the Credit/Debit Card number. Formatting is left up to you. (Note that only the last four digits are displayed on reports.)
Expiration Date - (REQUIRED) This is required if Credit/Debit Card is selected for the payment method. Enter the Expiration Date of the Card.
VIN - (OPTIONAL) Some Banks require the VIN number before honoring the transaction, enter that number here.
Authorization # - (OPTIONAL) Some Banks will return an Authorization number after the transaction, enter that number here.
Transaction ID - (REQUIRED) If a Bank returns a Transaction ID enter number here. You must have this number if you should have to do a credit to the Credit/Debit Card.
Money Order # - (OPTIONAL) If the transaction was done with a Money Order, enter the Money Order number here.
Check # - (OPTIONAL) If the transaction was done with a Check, enter the Check number here.
Buttons
Save - Saves any changes you made and returns to the Main window.
Cancel - Cancels any changes you made and returns to the Main window.