Question:
When creating an invoice the payment method of check or credit
card is not available.
Answer:
Three things are necessary in order to enter OE or POS
transactions with payment types of check or credit card:
1. The customer must be set up to allow the payment type.
2. The payment type must be added to the sales entry screen.
3. The authorization must be activated in module preferences.
i.e., the authorization must have some value other than
Inactive.
To make these settings:
1. In AR choose Customer\Customer Maintenance... Select a
customer, click the Edit button, and click on the
Credit/Collection tab. Find checkboxes for
Allow Payment types at the bottom of the screen. Put a check in
payment types allowed for this customer. Click on the Save
button to save changes.
2. In OE choose, Options\Set Up Sales Entry Screen... Select
the screen, click the Edit button, and click on the Payment
Method tab. For the payment types desired, put a check in the
Prompt For box. Click on the Save button to save changes.
In POS choose, Options\Set Up Sales Entry Screen... Select
the screen, click the Edit button, and click on the Tender tab.
In the Tender Prompts window find the tender type desired, put a
check in the Prompt For box.
3. In OE, choose Options\Module Preferences... On the
General tab, the value of either Check Authorization, or Credit
Card Authorization fields must not be Inactive if they are going
to be used. If no authorization software is being used, the
value should be Process Without Authorization.
In POS, choose Options\Module Preferences... The POS entry
screen will allow credit card payments regardless of the CC
Verification Software settings. If check payment types are
desired, the Check Authorization field must not be Inactive. If
no authorization software is being used, the value should be
Process Without Authorization.
