Payment Method Types

This Help File Page was last Modified on 10/17/2020

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Payment Method Types

This Help File Page was last Modified on 10/17/2020

The Payment Method Types Form is used to identify the various types of Payments which may be paid by and received from Subscribers

But, most importantly, it identifies the associated default Batch Number preface (see Batch Number Assignment) discussion in the Receipts chapter for more information) that should be used to construct the Batch Number assigned to a Receipt record, particularly when executing the Post Auto Draft and E-Payments processes.

The majority (perhaps all) of the required Payment Method Types have been pre-defined.


Creating a Payment Method Type:

a)From the Backstage Menu System Select Maintenance and Choose General and Click the General Maintenance option which displays the Maintenance Menu or,

b)From the Quick Access Menu, Select Maintenance and Choose General Maintenance to display the Maintenance Menu.


Once the Maintenance Menu is displayed, Select Receivables and Choose Payment Method Types.



Payment Method Types Form


This Payment Method Types Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.


Navigation Menu - The Navigation Menu is located at the top of the Payment Method Types Form.



This Navigation Menu provides the normal Record Movement, plus Add, Delete, Cancel, Save, Refresh, and List options.


Record Editing View - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Payment Method Types Form.



Payment Method Types Form - Record Editing View


To define a Payment Method Types which will be used to populate the Prefix of a Batch Number:

Click the Add HelpFilesNavigationMenuNewIcon to start a Payment Method Type entry in the Record Editing View.

Payment Method Type ID - Enter a two letter (first: Capitalized, second: lowercase abbreviation for this Payment Type.

Description - Enter a Description of this of the Payment Type.

oThe Description may up to 30 characters in length and include upper and/or lower case letters, numbers, spaces and normally used punctuation marks. 

Type - Using the Drop-Down Selection List provided to Choose the appropriate Type abbreviation (i.e., Cash, Check, Card)

Default Batch Number - Enter the default code number for this Payment Type (1 - 9).

Click the HelpFilesNavigationMenuSaveIcon to record this Payment Method Type.


HelpFilesNavigationMenuGrid-PrintIconList Icon - The Navigation Menu also has a List option which provides a tabular view of these Payment Method Type records.



Payment Method Types Form - List View


Click the List Icon to display the associated Grid Data.

The columns of Grid Data may be rearranged, filtered, sorted, and exported as a PDF file and/or an Excel formatted file.




Find - Enter text to search for a specific record, then Click the Find option.

Clear - To remove the text to search for entry, Click the Clear option



Navigation Menu shown with the List Options for Export & Print


Click the List Icon again to Close the List View and return to the Record Editing View.

See the Grids - Print Preview - Export Data chapter for complete information on using the List View, including its Export & Print options.