How to get here

 

Tools menu > Control Centre > Advanced > Payment Methods.

 

 

 

Use this page to adjust the properties of the credit and debit methods that LabManager can process. You can also add new payment types.

 

The current user will need to have Advanced or Manager control level to access this page.

 

 

 

Method

 

This is the name of this type of credit/debit as it appears in a customer's history/statements and in the drop-down list when the user is adding a payment.

 

 

 

Type

 

The type of transaction this credit/debit will create:

 

Type

Description

Example

JC

Journal Credit

Adjustment Credit - ie. You are correcting a mistake, giving a discount or otherwise moving credit that has already been received

JD

Journal Debit

Adjustment Debit - ie. You are correcting a mistake, charging a fee or otherwise moving a debit that has already been taken

SP

Sales Payment Debit/Refund

BACS Refund - ie. Giving a physical refund rather than applying credit

SR

Sales Receipt/Credit

BACS Receipt - ie. Receiving a physical payment

 

 

 

Dr

 

The nominal account type that the debit will be applied to, for this payment type.

 

 

 

Cr

 

The nominal account type that the credit will be applied to, for this payment type.

 

 

 

 

Button-add   Create a new Payment Type

 

Click the green button and complete the boxes to create a new payment type. Refer to the descriptions above.

 

 

 

 

Button-edit   Edit a Payment Type

 

Select a payment type in the list, then click the edit button to make modifications to that payment type. We do not recommend making changes to existing payment types unless you've been instructed to do so by Transactor Support.

 

 

 

 

Button-delete   Delete a Payment Type

 

Select a payment type in the list then click the red cross to remove the payment type from use.