Reference
Enter a Reference. This may be default if set up within the Transaction Type.
Notes
Enter any Notes to appear in the 'Comment' field of the Transaction listing.
Enter the Payment method
Payment Methods are defined by the Bank Account.
If allowed, click on the 
button to insert the payment details held on the Client record.
If you click on the button, the Particulars, Code and Reference fields that defaulted are picked up from the Client Banking Details form or the Payment page on the Account form. This will be dependent on the selection from the dropdown list.
Method
There are five Types of Payment Method, and each has it's own unique fields to complete:
| Method Type | Field | Description |
|---|---|---|
| Cash | No fields to enter for Cash | |
| Cheque |
Drawer Bank/Branch Short Name Branch Cheque No |
The Name of the cheque account holder The Bank and Branch number of the cheque The short name of the Bank the cheque is drawn on e.g. ANZ The name of the branch the cheque is drawn on The cheque number |
| Bank Account |
Account No Name References |
The Bank Account Number the deposit came from The Name of the Bank Account Code, Particulars & Reference that came with the Payment |
| Credit Card |
Card No Card Name Card Expiry CSC Reference |
The Credit Card Number The Name on the card The Expiry date of the card The 3 or 4 digit CSC (may be labeled CVN) number on the back of the card Any reference to be entered with the payment |
| EFTPOS |
Card No Card Name Card Expiry CSC |
The Credit Card Number The Name on the card The Expiry date of the card The 3 or 4 digit CSC (may be labeled CVN) number on the back of the card |
Print Receipt
Tick Print Receipt to print the payment receipt document as set up in the Account Type, Documents page. To find out how to default this, click here
Create Log?
Tick Create Log to create a Log when this payment is committed.