create new ticket
check ticket statusWhen creating a new payment, a modal window will open that you need to complete for configuration of that payment.
How to configure a Payment
Step Action
1. Select {Accounting} on the navigation menu and click on the {Payments} tab.
2. Select the {New} button to create a new payment.
3. Complete the fields:
| Field | Function |
| Deposit Code | Select the deposit you want this payment to belong to from the dropdown menu. |
| Created By | This will default to the currently logged in user, but can be changed from the dropdown menu. |
| Customer | Select a customer to apply a payment to. This will create a section at the bottom of all related orders payments can be applied to. |
| Type | Select a payment type from the dropdown. These can be modified in Settings > Financial. |
| Reference Number | For a payment like a check that may have a reference number on it, enter it in here. |
| Date | Automatically selects today's date, but can be adjusted using the calendar selector. |
| Amount | After selecting which order to apply the payment for, you can enter in the actual payment amount here. |