Invoice Payment Methods

You may add one or more payment methods for each client. These payment methods are pre-authorized by the client to pay the invoices. This is a common procedure for clients that make recurring or multiple purchases. There are two types of payment methods: credit card and bank transfer.

See the Basic Operation section for details on viewing, adding, editing and deleting.

 

To create and manage payment methods, follow the steps below:

• Click Invoice, then click Payment Methods in the main menu.
• Click New in the button bar.
• An inset page will appear with two tabs: Payment Method and Attachment.
• Click on the Payment Method tab. Choose the payment method Type: either Credit Card or Bank Transfer. Depending on your choice, the following fields will change accordingly.
• Click Save to save your changes or click Cancel to discard.

Payment Method Tab FIELD DESCRIPTION Client Select the client from the drop-down box. Status Select the client's status. STATUS DESCRIPTION Enabled The payment method is enabled. Disabled-Failed The payment method is disabled because pre-authorization was not successful for some reason. Disabled The payment method is disabled. Type Select the type of payment method from the drop-down box. TYPE DESCRIPTION Credit Card Complete the following fields for credit card payments. FIELD DESCRIPTION Default Check the box if credit card is the primary payment method. Credit Card Type Select the type of credit card, ie: Visa, Mastercard, etc. Credit Card Number Enter the credit card number. Expiry Date Enter the credit card's expiration date. Credit Card Security Code Enter the security code. Depending on the card type, this code can be either on the front or back of the card. Card Holder Name Enter the name of the person who holds the credit card. Card Issuing Banks Phone Number Enter the phone number of the bank that issued the credit card. Bank Transfer Complete the following fields for bank transfer payments. FIELD DESCRIPTION Default Check the box if bank transfer is the primary payment method. Bank Type Enter the type of transfer, which depends on the client's location. Institution Number Enter the number of the financial institution that will transfer the payments. Bank Transit Enter the bank's transit, or routing, number. Account Number Enter the bank account number from which the payments will be made. Note Enter any information about the client's payment method.

Attachment

To add an attachment (such as a tax-exempt form) to the payment record, click the Attachment tab and click New. Enter the information about the document in the tab. The fields are the same as those in the Documents tab. See the section on Document Management for more information.