Types of Payment Methods

If the payment method is Cash, the customer's bank account number appears in the Bank Account ID field.

If the payment method is Check, the Bank Account ID and Check No fields appear. Enter the number of the check used for the prepayment.

If the payment method is Coupon, enter a description in the Note field that appears.

If the payment method is a credit card, the customer's credit card information appears in the Card No, Card Holder, Expiration Date, and Authorization No fields. Enter or edit the information, if necessary. A warning appears if the card is expired.

If the payment method is a direct debit the account information appears in the Account No, Bank Name, and Routing Codes field. Enter or edit the information if necessary.

If the payment method is Write-Off, enter a description in the Note field that appears.