Set Up Customer Payment Methods

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Payment methods identify how a customer is paying for a sale (for example, by cash, check, credit card, and so on).

Go to the Customers & Sales Navigation Center, click the Customers navigation aid, then select Set Up Customer Defaults.
In the Customer Defaults window, select the Payment Methods tab.
Enter up to 10 payment methods that your company accepts from customers.

A few examples are: Cash, Check, Auto Deposit, Debit Card, EFT (Electronic Funds Transfer), VISA, MasterCard, Amex (American Express), Discover, ACH and so on.

When finished, select OK to save your defaults.

Payment methods entered here are listed in the Sales/Invoicing and Receive Money windows.

Note: Payment Methods are used for reporting purposes only; they are not directly associated with specific G/L cash accounts, credit card or ACH information entered in Sage 50. This information must be entered separately.