To set up payment methods for your customers or deposit ticket ID properties, select the Payment Methods tab in the Customer Defaults window.
Enter up to 10 payment methods that your company accepts from customers. The payment methods you enter here will appear in a list on the Sales/Invoicing and Receive Money windows.
A few examples are: Cash, Check, AutoDeposit, AMEX, ACH, Discover, MasterCard, and VISA.
Tell me more about payment methods and how to set them up.
You can choose to have Sage 50 assign deposit ticket IDs to customer payments either at the time a receipt is recorded in the Receive Money window or at the time the receipt is selected for deposit and printed from the Select for Deposit window.
In Receipts: Select this option if you want Sage 50 to assign a deposit ticket ID at the time a customer payment is recorded in the Receive Money window. As soon as you enter the Receive Money window, Sage 50 will assign a deposit ticket ID to the transaction and will also automatically assign a deposit ticket date based on the deposit ticket ID.
Note: To access existing deposit tickets using this method, you must click the Open button in the Select for Deposit window.
In Select for Deposit: Choose this option if you prefer to leave the Deposit Ticket ID field in the Receive Money window blank and assign a deposit ticket ID at the time a receipt is selected for deposit in the Select for Deposit window. You can also enter a Deposit Ticket Date of your choice rather than have one automatically assigned by Sage 50. This will allow you to group multiple deposit tickets under a single deposit ticket date, which can be convenient for tracking receipts that you select for deposit.