Setting Up Miscellaneous Payment Reasons

This topic explains how to set up miscellaneous payment reasons that you can apply to invoices in AcuityLogic POS. Example miscellaneous payment reasons include NSF Check and Collections.

For multitenant environments, the following setup must be completed for each company. The parent company setup is not automatically applied to individual companies.

To set up miscellaneous payment reasons

  1. Open the Types/References window. See Opening the Types/Reference Window.
  2. Click the Misc Pmt link for your company.
  3. In the Misc Payment Reasons window, do one of the following:
    • To add a miscellaneous payment reason, click Add Misc Payment Reason. A row is added to the Misc Payment Reasons table.

    • To modify an existing miscellaneous payment reason, click Edit in the row of the reason you want to edit. The row becomes editable.

  4. Enter or change values in the following fields of the new or existing row:
    • Type an ID number in the ID field.
    • Type a description of the miscellaneous payment reason in the Description field.
    • Type a view order number in the View Order field.
    • To indicate that the miscellaneous payment reason is currently in use, select the Active check box.
  5. Do one of the following:
    • To add a new miscellaneous payment reason, click Insert.

    • To update a miscellaneous payment reason, click Update.

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