fbpx

Payment Method List

By |2021-09-01T12:52:44-05:00March 22nd, 2018|Comments Off on Payment Method List
Print Friendly, PDF & Email

Introduction

The Payment Method Lists and Add Payment Method form are used to create a new way of receiving payment from customers in Total Office Manager. The name created allows users to associate the corresponding payment type in a drop down list. From this list, a selection can be made on the Customer:job Payment Info tab as the ‘preferred’ type.

Form Access

  • From the main menu, click Customers | Lists | Payment Method List, then right click anywhere in the list and choose ‘New Payment Method’ from the pop-up menu that appears.

Payment Method List File Path

File Path in Total Office Manager

New Payment Method

New from Right Click

Field & Button Definitions

  • Payment Method – Give a name to the payment method.  Examples would include “Visa” or “Money Order”.
  • Payment Type – Choose one of five available payment types:  ACH, Cash, Check, Credit Card, Other.
  • OK – The OK button saves the settings and closes the form.
  • Cancel – The Cancel button exits the form without saving any changes.
  • Next – Saves the settings and opens a new blank form ready to fill in.
  • Inactive – When ticked, the Inactive checkbox causes the method to become inactive.

Example of Add Payment Method

Below is an example the ‘Add’ form in Total Office Manager. For instance, you may want to specifically name a particular type of credit card. After entering, you would then select from the corresponding type in the drop down menu that matches the name. To finish and add, click OK.

Add Payment Method Screen

Add Screen

Usage

The preferred payment method is stored on the Payment Info tab on the Customer:Job. Users will select from the Payment Method List an option to apply to the record.

Customer:Job – Payment Info

 

Related Content

Share This Story, Choose Your Platform!

About the Author:

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

Newsletter

Sign-up to get the latest news and update information. Don’t worry, we won’t send spam!

Thank you for your message. It has been sent.
There was an error trying to send your message. Please try again later.
Go to Top