Payment Method Types

This Help File Page was last Modified on 09/15/2021

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Payment Method Types

This Help File Page was last Modified on 09/15/2021

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)

Debit Card - Check this box only if this is a Debit Card.

Default Batch Number - Enter the default prefix number for this Payment Type (1 - 9) which will be inserted (along with the MMDD suffix) when entering E-Payments and using Fully Automated Recurring Revenue Billing is posting the Subscriber's Payments.

Credit Card Surcharge % - When the Credit Card Surcharge functionality has been properly setup, this field will be available and is used to enter the actual Surcharge % Rate, when appropriate

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


Columns - You may also Select which columns of data are to be displayed:



 Available Columns


Click the asterisk (¬) at the left of the data grid's Header row (see the mouse pointer in the illustration above) to display a list of all of the column names - and associated data - which may be displayed.

By default, all Column Names will be Checked.

Remove the Check mark (Click on the Check to remove it) to hide that column of data from the data grid.


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


The columns of listed 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 Icons for List, Export and Print

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


HelpFilesListViewRibbonMenu-ExportIconExport Icon - Click the Export Icon to create (one of there types of) a spreadsheet compatible file containing the Grid Data as it is currently organized and filtered.


HelpFilesListViewRibbonMenu-PrintIconPrint - Click the Print Icon to display the Print Preview Form from which a custom report may be designed and "printed" as an Adobe® PDF File.