amending payment method

[activemobility]

From time to time the wrong payment method is entered when in hurry for a cash sale, eg paid by cash instead of  EFTPOS

If method entered originally, I could go into details and amend when I process prepare bank deposit, so that all the correct methods are grouped together.

Today, it is different.  Screen shot attached.  It is greyed out, and an authorised code box is there, but you cant do anything with it.

If we cant amend it, it is going to make our banking very messy.  Please advise.

[activemobility]

OK, I have looked at this further.

EFT was set in the actual card for some reason.  (This account not used that much)

But I am unable to amend or delete payment so that I can re do.

[Steven_M · Accepted solution]

Hi @activemobility 

Sounds like you have worked out the default payment method and information for a customer is pulled from the Payment Details on their card. This, of course, can be changed at the time of recording the payment if necessary.

In terms of that actual greyed-out Payment Details for Customer payment, it is likely that a deposit transaction has occurred in relation to that order/invoice and therefore has "locked" that payment transaction from allowing changes. Help Article: Customer deposits outlines how to revert back to square one with that payment and invoice so it can be entered afresh - I would weigh up that process in relation to ensuring that payment details are correct as it can be a little messy on your accounts.

If a deposit situation hasn't occurred here are the common other reasons why that would be locked:

• The transaction has been involved in a secondary transaction i.e. a bank deposit or electronic payment
• Setup>>Preferences>>Security -- Transactions Can't be Changed, They Must be reversed is enabled.

[StephAOPE]

We have payments made by card, EFT and cheque.

In the desktop version you can choose visa/mastercard/eftpos or whatever but in the browser version you can't.

Is this something that can be changed as reconciling is not as easy in browser mode.

[Shella_A]

Hi @StephAOPE 

Thank you for your post. We can also select the payment method when you’re using the browser. It applies when you are using Online Invoice Payment on the browser. Online invoice payments are a secure payment service that gives your customers an easier and faster way to pay you. Now they can pay online using their VISA, MasterCard, AMEX, BPAY, Apple Pay, Google Pay or PayPal. On the other hand, if you are referring to selecting payment method when paying your employee, it is currently not available as what we can select under payment method are paying them by cash, electronic or cheque.

You may have a look at this help article: Online Invoice Payment that has all the detailed information and steps to assist you with this. 

If you need further help, don't hesitate to start a new post and we'll be happy to assist.

Otherwise, if my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

Cheers,
Shella_A

[StephAOPE]

Hi Shella,

Thank you for your reply however this does not help us.

We do not use the online invoice option as we have a partner software that we do our invoicing from and it is then exported to MYOB.

We will continue to use the desktop version if that is the choice for recording payment method.

[Shella_A]

Hi @StephAOPE 

Thanks for the response. We appreciate your patience and understanding about this matter. Rest assured that we'll relay your idea/feedback to the relevant team and let you know right away once this feature is already available on the desktop version. 
 

If you need further help, don't hesitate to start a new post and we'll be happy to assist.

Cheers,

Shella_A