Before you can perform this task
If you want to accept pre-authorized debit payments, sign up with Sage 50 Accounting and set up your company and customer for pre-authorized debit payments.
If you accept credit card payments:
- Add the credit cards that your company accepts.
- If you are using the Paya credit card processing service, add the merchant account information to Sage 50 Accounting and install Sage Exchange on your computer. To print a credit card receipt, you must have an attached printer installed on your system.
- Create a new receipt. How?
- In the Home window, click Customers & Sales on the navigation pane.
- In the Tasks pane, right-click the Receipts icon and select Create Receipt from the menu.
- In the Paid By box, select the payment method from the list.
Note: If you select Pre-Authorized Debit (PAD), in the Deposit To box, select the bank account into which the pre-authorized debit will be deposited. In the PAD No. box, enter a payment reference number for this pre-authorized debit transaction. This number will also be used to identify this transaction when you upload the debit file to your direct debit service provider.
- (Optional) If you want to use the same payment method for the next receipt, click the pushpin by the Paid By box.
- Provide the payment details.
- (Optional) If you want to see this customer's fully
paid invoices and deposits, click
the Include Fully Paid Invoices/Deposits
toolbar button
. - Select the transaction to which you want to apply a payment and enter the following details.
- (Optional) If you have set up a merchant account and are receiving a credit card payment, click Process Credit Card.
- Print or email the receipt:
- To print the receipt, on the File menu choose Print. You can also choose Print Preview to preview the form before you print it.
- To email the receipt, on the File menu choose Email.
- (Optional) Review the details of a receipt during its preparation.
- Click Process.
| In this area: | Enter the following information: |
|---|---|
| Received From | Select the customer that is making the payment. |
| Date | Enter the date on which you received the payment. This date is recorded as the transaction date. |
| In this area: | Enter the following information: |
|---|---|
| Discount Taken column | Type the amount of any available discount you are giving for the selected invoice, or click in the column to enter the full discount. |
| Amount Received column | Enter the amount you have received toward the selected
invoice, or click in the column to enter the full amount. |