Credit Card received payments will be entered in Credit Card window there are two ways of reaching it.
Step 1. From the "Home page" by clicking on Credit Card icon.
Step 2.From left menu by clicking on Accounting then Credit Card.
Step 3.Once you are on Credit Card window select bill/credit, vendor name, customer name, credit card name, account, item, and amount.
1.Bill/Credit: Users will select Bill or Credit from this drop down list for which Credit Card payment have been made.
2.Purchase From: From this list users will select customers or vendors from which items were purchased.
3.Credit Card/Cash: User click dropdown and select the "Credit Card / Cash" option in this dropdown.
4.Reference Number: User enter the "Reference number" in this field.
5.Payment Date: From this field users will select the date of payment.
6.Due Date: User select "Due Date" in this field.
7.Site/Location: User click dropdown and select "Location" in this dropdown.
8.ACCOUNT: From this drop down list users will select Credit Card account.
9.AMOUNT: Users will enter amount that have been deposited in this field.
10.MEMO: Users will enter memo for this transaction in this field.
11.CUSTOMER: User will select the customer to which item was sold from this drop down list.
12.BILLABLE: Users will tick this check box if transaction is billable.
13.DELETE: This button will delete a record from the list.
14.Add More: This button will add more records to the list.
15.Expense Amount: This field will show total expense amount.
16.Total Amount: This field will show total amount of the transaction.
17.Memo: Users will enter memo for this transaction in this field.
18.Save Changes:If you click "Save changes", then it will show you changes that you saved.
19.Save & New: If you click "Save and New", then is will redirect to create screen of lead source after saving record.
20.Save & Exit: if you click "Save and Exist", then it will redirect to list page of lead source.
Step 4. User click "Save Changes" button it will open a new "Edit" screen with different options here you Manipulate according to "Credit Card" screen.
1.Save Changes: If you click "Save changes", then it will show you changes that you saved.
2.Save & New: If you click "Save and New", then is will redirect to create screen of lead source after saving record.
3.Save & Exit: if you click "Save and Exist", then it will redirect to list page of lead source.
4.Print: If you click "Print" button then it will generate the item report.
5.Delete: If you click "Delete" button then it will all the record is deleted.
6.Copy: User click "Copy" button then it will create duplicate the same screen of Credit .
7.Upload File:User click "Upload" button then it will upload the image in this field.
Step 5.Once you are on Credit Card window select bill/credit, vendor name, customer name, credit card name, account, item, and amount.
i.Account button will show account list,options related to account and Item button will show item list and options.
1.Bill/Credit: Users will select Bill or Credit from this drop down list for which Credit Card payment have been made.
2.Purchase From: From this list users will select customers or vendors from which items were purchased.
3.Credit Card/Cash: User click dropdown and select the "Credit Card / Cash" option in this dropdown.
4.Reference Number: User enter the "Reference number" in this field.
5.Txn Number: User can see auto generate "Txn number" in this column.
6.Payment Date: From this field users will select the date of payment.
7.Due Date: User select "Due Date" in this field.
8.Site/Location: User click dropdown and select "Location" in this dropdown.
9.Item: This column will show item names in drop down list users will select those items which were sold to the customer.
10.Description: Users will enter description next to each item in this field.
11.QTY: Users will enter quantity of item in this field.
12.Rate: Users will enter rate of single quantity of an item.
13.Amount: This field will display total amount of an item.
14.Customer: Users will select the customer to which item was sold from this drop down list.
15.Bilable: If customer have to pay the bill then users will tick this check box otherwise leave it blank if its already paid.
16.Delete: This button will delete the selected item record from the list.
17.Add More: Users can add more items to the list by clicking on this button.
18.Item Amount: This field will show total amount of the item.
19.Total Amount: This field will show total amount including expenses.
20.Memo: Users will enter memo for this transaction in this field.
21.Save Changes: If you click "Save changes", then it will show you changes that you saved.
22.Save & New: If you click "Save and New", then is will redirect to create screen of Credit Card after saving record.
23.Save & Exit: If you click "Save and Exist", then it will redirect to the Credit Card screen.
24.Print: If you click "Print" button then it will generate the item report.
25.Delete: If you click "Delete" button then it will all the record is deleted.
26.Copy: User click "Copy" button then it will create duplicate the same screen of Credit .
27.Upload File:User click "Upload" button then it will upload the image in this field.
Step 6. User click "Print" button then it will generate the Report.
1.Download Icon: User click "Download icon" then it will download the report.
2.Print Icon: User click "Print icon" then it will Print the report.
Step 7. User click "Copy" button then it will create duplicate the same screen of Credit Card.
