Use the Payment Type tab to define the usual way the debtor will settle the account.
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Manual Payments sub-tab key fields and buttons
Fields
Field | Description |
|---|---|
Payment Type | Method used to make the payment. Typical values include:
|
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
Note: You can use the Credit Card Configuration window to control which users at your organisation can enter, view, and update credit card details. See Configuring credit card access.
Field | Description |
|---|---|
Card Type | Type of credit card. Typical values include:
|
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: Once the credit card has been confirmed and encrypted, you can edit the credit card details by clicking |
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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. |
Buttons
Field | Description |
|---|---|
| Edit the credit card details. Note: You need to have Update rights to the DEB|DebtorMaint|PaymentType|ManualPayments security permission to view this button. |
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