Change of payment type

Hi ChrisO1 

 

When recording an incoming payment transaction such as Recieve Money or Receive Payments, the system will allow the user to select the Payment Method of the transaction. By default, this payment method is populated from the customer's card. As such, if you are looking at updating that payment method you would need to navigate to the required customer's card>>Payment Details and update the Payment Method field. Should you require to add or review the payment methods listed this can be done through Lists>>Sales & Purchases Information>>Payment Information.

 

Note: The payment method doesn't impact the ID number/reference number of the transaction. For Recieve Money and Recieve Payment transactions, the system will use an auto number sequence, typically starting with CR. If that does need to be changed to reflect another value it would need to be updated on a per transactional basis.