Feedback on: EventPro User Manual - Payment TypesCH1_Step4_Payment_TypesChapter 1: Setting Up EventPro > Step 4: General Lookup Tables > Payment Types /Dear EventPro Documentation Department,
Payment Types
Here, you can identify all the methods of payment you accept and the surcharges that apply, if any.
1.
Select Setup | General Lookup Tables from EventPro's main menu. From the drop-down list in the top left corner, select Payment Types.
2.
Click the New button in the upper right corner.
3.
In the Payment Type[New] window that appears, enter the name of the type of payment.
4.
Select which, if any, type of Surcharge is to be added to the total if this payment type is used. Your choices are None, Fixed or Percentage.
a.
Later, if you create an invoice for a client who intends to pay by a method that incurs a surcharge, and you want to pass the expense on to the client, you can enter the payment type in their invoice. If you have entered a surcharge here while setting up the payment type, the invoice will automatically include the relevant surcharge as a line item.
b.
Enter a number in the Surcharge field for the Fixed or Percentage surcharge.
c.
Enter a Surcharge Description that can be printed as an explanation or description of the surcharge.
d.
If applicable, choose the Surcharge Account and Surcharge Department from the drop-down lists. You created Accounts and Department Codes earlier in the General Lookup Tables.
5.
Click Save. Continue this process until you are satisfied you have identified all the payment types you accept.
