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Use the Payment Type tab to define the usual way the debtor will settle the account.

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Manual Payments sub-tab

Debtors can settle their account by credit card, cash, cheque, EFT payment or money order. The Manual Payments sub-tab shows the manual payment method last used in Cash Receipts Entry.

We recommend that the security permissions on the sub-tab be set to Select, to ensure that details are not mistakenly entered for automatic payments.

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  1. Click the Payment Type tab.

    Note:     The Manual Payments sub-tab is displayed as the default when you select the Payment Type tab.

  2. Select the payment type.

    When you select a payment type, the Drawer field is automatically completed. 

    Note: Another tab is displayed at the bottom of the screen to record the payment type details. Refer to the tables below for a description of the fields on the lowest level tab.

  3. Update the Drawer field if required. For example, Synergetic automatically completes the field with 'J&J Smith' but the account name is 'JA & JL Smith'.
  4. Complete the payment type details. Refer to the field descriptions below.

Manual Payments sub-tab key fields and buttons
Fields

Field

Description

Payment Type

Method used to make the payment. Typical values include:

  • Credit Card
  • Cash
  • Cheque
  • EFT (Electronic Funds Transfer)
  • Money Order
  • No Default.

Drawer

Debtor's bank account name, if applicable.

Note: If you selected Override Name in the Debtor tab, this field may need to be updated.

Credit Card Details sub-sub-tab fields

Field

Description

Card Type

Type of credit card. Typical values include:

  • American Express
  • Diners Card
  • Master Card
  • VISA Card.

Card Number

Credit card number.

Note: Do not type spaces when typing the credit card number. Synergetic inserts spaces automatically.

Card Expiry Date

Credit card expiry date.

Use Validation Mask

Displays the credit card number in its segmented format, such as 4111 1111 1111 1111.

Note: This field is not editable once the credit card has been confirmed and encrypted.

Cheque Details sub-sub-tab fields

Field

Description

Bank

Debtor's bank.

Note: If the debtor's bank is not on the list, add their bank to the luBank lookup table. See luBank lookup table in the Finance manual.

Branch

Debtor's branch.
Tip: Type the branch name, not the branch number. For example 360 Collins St, Melb.

EFT Details sub-sub-tab fields

Field

Description

BSB

Debtor's BSB (Bank State Branch) number.

Account Number

Debtor's account number.