How do I create a Payment Method?

This article describes how you can create a Payment Method in Protel Air.

In System Data, click on Methods of Payment.

In System Data, click on Methods of Payment.

To create a new payment method, click on Add.

To create a new payment method, click on Add.

Enter the name of payment.

Enter the name of payment.

Select the payment type from the dropdown list.

Select the payment type from the dropdown list.

If payment method is a credit card, select the relevant credit card type.

If payment method is a credit card, select the relevant credit card type.

Tick these Accounts Receivable settings if required.

Tick these Accounts Receivable settings if required.

Post to accounts receivable: If this check-box is selected, the respective amount is automatically posted to accounts receivable. This can be particularly useful for the “On account” method of payment. Invoices for methods of payment that have this check box selected show a balance by default.

Use in Acc. Receivable: If this check-box is selected, the payment method can be used when posting a receivable (e.g. to settle the balance).

If payment method is "On Account" or credit card type, you can control how it is posted to AR.

If payment method is "On Account" or credit card type, you can control how it is posted to AR.

Select where this payment method should appear.

Select where this payment method should appear.

For example, if this payment method should also appear in the list when doing cashier closure then drag "Cash Register" to the Selected Elements side.

To enter backoffice accounting codes, go to the Interfaces tab.

To enter backoffice accounting codes, go to the Interfaces tab.

To save the data, click on Apply then OK.

To save the data, click on Apply then OK.

Payment method is created. To save, click on Apply.

Payment method is created. To save, click on Apply.
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