You can enter a payment at the same time as entering an Full sales order or Trade order. To do this you must set up payment methods.
Payment methods are the type of payment made at the point of sale. A range of payment types can be set up such as cash, Delta or Visa.
If you use an online payment service provider (such as Sage Pay) you can record an online payment with a full sales order or trade counter order.
When entering an order, you select the payment method and enter the payment amount. You can then view the information and use it to reconcile the value to sales devices and cash registers.
Payment methods work in base currency only, you cannot enter a foreign currency payment during order entry.
Open: Sales Order Processing > SOP Maintenance > Maintain Payment Methods.
The Add New Payment Method or Edit Payment Method window appears.
Note: You cannot add a payment method with the name Online Card Payment. This is reserved for use by Sage 200. When you enable online card processing in the SOP settings Order Entry tab for the first time in Sales Order Processing, this payment method is automatically set up for use. You can select it when you record an online payment for a full or a trade counter order.
If amending a method, you cannot change the Name of an existing payment method.
Note: You can delete a payment method at any time regardless of whether the method is associated with live sales orders.
Other tasks
Set up customer delivery addresses
Reference