A manual payment is one that does not initiate an electronic transaction and does not require a system integration. It is a payment that you process outside R.O. Writer then record in R.O. Writer. For example, you may process a cash payment directly through your cash register, then record the payment in R.O. Writer.
Manual payments include:
- Cash
- Paper checks
- Keying in credit card information
- Charging to customer accounts
- Making a one time charge without creating a customer account
Manual payments do not require a system integration with any other system.
Manual payments require the following setup:
- To key in credit card information, you must have local, R.O. Writer payment types set up in Configuration. These payments have to be assigned to an R.O. Writer payment type.
- To charge to customer accounts, the customer should have an open account in Accounts Receivable.
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