Receive payment from a customer
Enter a payment from a customer not on file
Enter and process customer credit card payments
Enter and process customer ACH payments
Look up the current payment status of a sales invoice
Payment methods identify how a customer is paying for a sale (for example, by cash, check, credit card, and so on).
- Go to the
- In the Customer Defaults window, select the Payment Methods tab.
- Enter up to 10 payment methods that your company accepts from customers.
- When finished, select OK to save your defaults.
A few examples are: Cash, Check, Auto Deposit, Debit Card, EFT (Electronic Funds Transfer), VISA, MasterCard, Amex (American Express), Discover, ACH and so on.
Payment methods entered here are listed in the Sales/Invoicing and Receive Money windows.
Note: Payment Methods are used for reporting purposes only; they are not directly associated with specific G/L cash accounts, credit card or ACH information entered in Sage 50. This information must be entered separately.