Payment Type Setup
Define the types of payments your facility accepts. When you do this, you can set up standard codes for that type of transaction if you need those codes for accounting or other reports.
- Payment Type: Enter the label for your payment type.
- Type: These types are currently hard coded into the system.
- Require Payment Info: Check this box if you would like to capture additional information regarding the payment. For e.g. You want to check this box for a payment type of credit card so users can capture the last 4 digits of the credit card when making a payment.
- Standard Code: Set up standard code for the type of transaction if you need those codes for accounting or other reports.
Adjustment Type Setup
Define adjustment types for your facility.
- Adjustment Type: Enter the name of the adjustment type here.
- Open Order Adjustments: Check this box if the adjustment type applies to open order adjustments.
- Closed Order Adjustment: Check this box if the adjustment type applies to closed order adjustments.
- Payment Adjustment: Check this box if the adjustment type applies to payment adjustments.
Direct Charge Account Settings
- Direct Charge Client Action:This drop down dictates what the cashier sees when they try to process payment for a client who is setup to use a Direct Charge account.
- Do Nothing – When this option is chosen, the system will allow the cashier to use any payment method to process the bill of a direct charge client.
- Display Warning – When this option is chosen, the system will display a warning message when the cashier attempts to use a payment method other than Direct Charge to process the bill of a direct charge client.
- Prevent Processing – When this option is chosen, the system will not allow the cashier to use any payment method other than direct charge to process the bill of a direct charge client.
Direct Charge Account No.: Specify the Direct Charge account number here.
The following fields are used for reporting purposes only.
Credit Object Code/ Debit Object Code: The information in these fields is used to specify how to make transfers of money between accounts.
- Invoice Prefix: This prefix will be included in the report.
Register Settings
This drop down allows you to indicate a default date for your daily deposit. This date is reflected under the Totals/Deposit tab on the Register Management page.
