The multiple payments section is part of the SO Entry document footer and enables you to specify more than one type of payment on a document, if for example, a customer wants to pay for part of the order by credit card and part of it by check.
It also serves as a shortcut since it enables you to set up the six most frequently used cash-type payments on SO Entry footers so you don’t have to access the Deposit/Payment Entry window.
Order Confirmation, Direct Invoice Entry and Counter Sales Entry each provides a multiple payment section. You can define up to six payment options and determine the order in which they appear.
Use the Terms Code Order Setup program (Sales Orders>File Maintenance>Infrequent File Maintenance>Terms Code Order Setup) to determine which payment types appear and in which order they appear.
Terms codes must be defined in this program before you can use Order Confirmation, Direct Invoice Entry or Counter Sale Entry.
1. Specify that payment on the appropriate line or lines. If you click Balance, the program automatically enters the document balance.
2. Use the Notes field to specify check numbers, notes, etc. In credit card transactions, the last four digits of the credit card number appear in the Notes field.
3. Click OK when the document balance is zero.
4. Choose whether to print the invoice now or print it later.
1. Click Payment while the cursor is in any of the payment lines to access the Deposits/Payment Entry program.
2. Payments and deposits can only be made with cash type terms codes 1-4, such as credit cards, checks, debit cards, etc. Press F2 to search the available terms codes and look for those with Type 1, 2, 3 or 4. Type C terms codes cannot be used in the Deposits/Payment Entry window.
3. The payment amount that you specify in the Deposits/Payment Entry window appears on the OTHER PAYMENTS line when you exit the payment entry program.
F4-Backup takes you back to the Tax $field after you exit the Deposits/Payment Entry window. You cannot edit entries in the multiple payments section.
Once you specify payments,
1. Click Payments to return to the Deposit/Payment Entry window.
2. Using your mouse or the arrow keys, highlight the line you want to edit and press Enter or click Edit to the right of the screen.
You cannot change the terms code while you are in edit mode. Instead, delete the transaction and start over.
1. Click Payments to return to the Deposit/Payment Entry window.
2. Use the mouse or the arrow keys to select the payment you want delete.
3. Click Delete.