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Article #302 Solid Sales Pro™ Payment Methods Explained

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:

  1. Cash
  2. Charge
  3. Check
  4. MasterCard
  5. Other
  6. Visa

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.

QB Preferred Payment Method

In addition on the Settings page on you can define which payment methods will be available on the handhelds, as well as a Default Payment Method.

Payment Methods

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:

  1. If the customer record in QuickBooks® has a Preferred Payment Method set, this payment method will be used.
  2. If no Preferred Payment Method is specified Solid Sales Pro™ will use the Default Payment Method specified on the Settings page.
  3. 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.

Last modified on Thursday, 15 February 2018 16:33

Additional Info

  • Software Components: Solid Mobile Central, Solid Sales Pro
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