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
Each row represents a single R.O. Writer payment type. You can have up to nine active payment types at a time.
You need to map payment types on the left to the ePay Card Brands table.
Payment Type Columns
These columns enable you to connect payment types to specific account information for tracking.
Payment Type
Enter the name of the payment (for example, "Visa" or "MasterCard").
Fee Percent
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.
Auto Deposit
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
If you use auto-deposit, the transaction can be post-dated the number of days you enter into this field.
Account
Enter the name you use in your accounting system to track credit cards payments received. You can use account names or account numbers. Use the colon to indicate sub accounts. DO NOT LEAVE THIS FIELD BLANK.
The information in these columns determine how these payment types work with the Accounting Interface so that you can export payment information to your accounting program.
Mapping Payment Types
Electronic Payments require you to map R.O. Writer pay types to universal payment types to process electronic payments.
The ePay card brands in the list on the right are determined by the electronic payment vendor you are using.
Sales Reports
Transactions to payment types are tracked and displayed on sales reports.
ePayment Setup Button
Click this button to open Electronic Payment Setup.
The topics in this section include (each link opens a new topic):