Payment Types
There are two ways to access the Payment Types Configuration setting:
- Configuration menu > Repair Order > Payment Types
- Configuration menu > Electronic Payment Setup > Configure Payment Types button
Payment Types Window
Each row represents a single R.O. Writer payment type. You can have up to nine active payment types at a time.
Payment Type Columns
You can use the fields on each row to map R.O. Writer payment types and accounts to ePay card brands.
Column |
Description |
---|---|
Payment Type |
Enter a descriptive and accurate name (for example, "Visa" or "MasterCard"). Remember that payment types appear on sales reports. |
If you enter a value in this field, the Accounting Interface automatically calculates the fee that the credit card company charges you. A transaction is added to each accounting transfer that reduces the individual credit card asset account and charges it against the "Credit Card Processing Fees" cost account defined in standard accounts. If no fee is entered, no transaction is generated. |
|
Check this box to transfer the credit card sales from the asset account to the bank account automatically. The bank account is the "Checking Account" standard account. |
|
Deposit After |
Enter the number of days to post-date auto-deposit transactions. The deposit transaction occurs this number of days after the date of the deposit. |
Account |
This information determines how these payment types work with the Accounting Interface. Enter the name you use in your accounting system to track credit card payments.
|
Make Inactive |
Check this box and click the Archive Payment Type button to archive a payment type. |
Map ePay Card Brands to |
This list contains the credit cards you can map payment types to for the electronic payment provider. Only the card brands supported by the electronic payment provider appear in the list of ePay card brands. PayPros, 1st Mile, and OpenEdge support different card brands. |
Mapping Payment Types
You must map R.O. Writer payment types to ePay card brands to process electronic payments.
NOTE: Click the ePayment Setup button to open Electronic Payment Setup.
The topics in this section include: