Step 1: Identify where the money from the payment will be recorded
Step 2: Enter details about the payment from a customer
Step 3: Choose what you want to do with the payment from the customer
The Bank Register allows you to quickly and efficiently enter all your transactions for asset accounts with bank privileges or liability accounts with credit card privilege from one window. You can also view a complete transaction history for a selected date range of each of these accounts and open the source window of each transaction for more detailed information.
The data entry area appears in the bottom portion of the window and the top portion displays the transactions in a scrollable list.
Note: The Bank Register window is a convenient tool for data entry, not the actual transaction window.
When you enter a Receive Payment transaction in the Bank Register window, it is as if you had opened and entered the information in the Receive Payments window. The Receive Payments window has fields for more information than does the Bank Register. You can click the Split button in the Bank Register window to open the Receive Payments window and enter more detailed information. |
The list in the upper left corner of the Bank Register window displays only asset accounts with bank privileges and liability accounts with credit card privilege.
Click below for the step-by-step procedure:Entering Receive Payment transactions using the Bank Register window