Payments – Rice Lake TransAct 3.5 User Manual
Page 154
Accounting
Payments (TransAct Plus Only)
Version 3.5
155
Payments
(TransAct Plus Only)
Use the
Payments
section of
Accounting
to record customer payments, credits, and print receipts.
Recording a Payment
To enter payments and credits, select
Accounting | Payments
from the main menu. The
Payment / Credit
Form
table appears.
Figure 138. Payment / Credit Form - Payment
If
Payment
is not already selected, use the mouse to select
Payment
. The black dot denotes the selected
item. Payments can be categorized similar to how transactions are categorized during a weigh
transaction. Select items from the drop-down lists. Click the item in the list to select it.
NOTE:
It is not necessary to use the category fields unless you want to generate payment reports
sorted on categories.
If payments are received as itemized payments, use the
Save Item
button to enter multiple items per
payment.
Single Item Payment
To select the customer the payment will be applied to, click in the
Account
box. The customer’s default
category items are displayed. If desired, select other items from the drop-down lists. Select category
items to generate payment reports sorted on categories. Enter the amount paid and the check number
in the available
Amount Paid
and
Check Number
boxes.
To save the receipt, click the
Save
button.