Payment Methods

 

Many customers pay with different types such as Cash, Check, Visa ect. Within Settings you are able to add/edit these this way you can keep track of what and how your customers are paying.

 

Go to Settings from the Main Menu

 

 

Then choose Payment Methods 

 

 

This will bring up the list of the current Payment Methods you have within the system. To add more click on the Add Payment Method.

 

 

This will pop up a box to input the Payment method and choose if you would like it to show as default or not when you are entering a payment. 

 

 

Once you have it entered it will show in the list.

 

When adding a payment to the RO 

Once in an RO, click on Revisions/Payments/Fees/More on the right hand side

 

 

Then choose Payments

 

Then Receive Payment

 

This will pop up a new box. Enter the amount (if different than the RO amount)

Then choose the Payment type. (This will pull up what has been set in Settings->Payment Methods)

 

Once payment is entered click Save Payment and it will reflect it on the RO. 

 

At anytime an edit needs to be made to a payment. Go into the RO and click on Revisions/Payments/Fees/More then choose Payments. 

This will list out all payments that have been made toward the RO. 

 

Click on the payment that needs to be edited and it will bring up the payment box. 

 

Once the edits are completed, click save payment and it will auto update to the RO.