Fields in this window
Applied Payment Details window

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Depending upon the steps you've followed to open this window and the payment method you've chosen, the following fields may appear:

Deposit to Account

Mark this option if you want the customer payment to be deposited into this account.

If this option is marked, the account you've selected as your Bank Account for Customer Receipts in the Sales Ledger Linked Accounts window is displayed.

This field will appear only if you've opened the window from the Sales Invoice or Sales Order windows.

Group with Undeposited Funds

Mark this option if you want the customer payment to be grouped with other deposited funds in this account.

If this option is marked, the account you've selected as your Bank Account for Undeposited Funds in the Nominal Ledger & Chequebook Linked Accounts window is displayed.

This field will appear only if you've opened the window from the Sales Invoice or Sales Order windows.

Card Number

Enter the number of the credit or debit card, if you wish. If the card number contains letters, enter only uppercase letters.

If you've entered this information in the Payment Details view of the Card Information window for a customer, this information will be entered automatically.

This field will appear only if you selected a credit or debit card in the Payment Method field of the previous window.

Name on Card

Enter the name that appears on the credit or debit card, if you wish.

If you've entered this information in the Payment Details view of the Card Information window for a customer, this information will be entered automatically.

This field will appear only if you selected a credit or debit card as the payment method.

Cheque Number

Enter the number of the cheque, if you wish.

This field will appear only if you selected cheque as the payment method.

Expiration Date

Enter the expiration date that appears on the credit or debit card, if you wish.

If you've enter this information in the Payment Details view of the Card Information window for a customer, this information will be entered automatically.

This field will appear only if you selected a credit or debit card as the payment method.

Authorisation Number

Enter the authorisation number that you receive from the credit or debit card company, if you wish.

This field will appear only if you selected a credit or debit card as the payment method.

Notes

Enter a note about the transaction, if you wish.

If you've entered information in the Notes field of the Payment Details view of the Card Information window for a customer, this information will be entered automatically. You can enter other notes if you like; any changes you make will affect only this transaction.

Cancel button

Click this button to remove all entries you've made; the window will close.

OK button

Click this button to accept the entries you've made in this window.