Available Payment Methods
Solid Sales Pro™ has a number of different payment methods that can be used when creating a transaction.
For QuickBooks® users, the list of available payment methods is obtained directly from QuickBooks®. For all other ERP systems the following list of payment methods is available:
All payment methods, other than Charge, will mark transactions as paid, i.e. money has been received from the customer. In the case of QuickBooks®, this means that an Invoice and a Payment transaction will be exported.
Configuring Payment Methods?
In QuickBooks® you have the ability to define a Preferred Payment Method on each customer record.
In addition on the Settings page on SolidRouteAccounting.com you can define which payment methods will be available on the handhelds, as well as a Default Payment Method.
How does Solid Sales Pro™ select the Customer Payment Method?
Solid Sales Pro™ will select the payment method for a customer Invoices and Payments as follows:
- If the customer record in QuickBooks® has a Preferred Payment Method set, this payment method will be used.
- If no Preferred Payment Method is specified Solid Sales Pro™ will use the Default Payment Method specified on the Settings page.
- The payment method can be changed at the time of creating the transaction in Solid Sales Pro™ on the 1120 Bill Options screen.
Customer Order and Credit transactions will always use a Payment Method of Charge.