You configure payment methods for customers in the Cash management workspace of Visma Net, but you use them in the Customer ledger workspace to record payments from the
customers. To start using payment methods, first associate a payment method with
a particular customer.
The system automatically associates with all customer accounts
each payment method that is configured as follows:
- The payment method is active or the Active check
box is selected.
- The payment method is based on the Cash means of payment.
- The payment method is marked for use in Customer ledger or the
Use in Customer ledger check box is selected.
- The payment method does not require an account number or the
Require account number check box is cleared on the
Settings for Customer ledger tab.
All payment methods for customers configured in this way will automatically appear on the Payment methods tab of the
Customers (AR303000) window and can be used to record payments without additional configuration.
You can modify a payment method that has been associated with a particular customer
automatically (due to being configured as described earlier). Then the
system creates an instance of the payment method that is called a customer payment
method.
Customer payment methods are also displayed on the Payment
methods tab of the
Customers (AR303000) window with the
Override check box selected to distinguish them from non-modified
payment methods for customers.