Visma Net
Customer payment methods (AR303010)
This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.
You can use this window to specify details for the payment methods used by particular
customers.
You may assign each customer any number of payment methods and, for
payment methods that can involve multiple sets of details, any number of these
detail sets.
The top part
In this area of the window, you can specify the customer for which you want to add a
customer payment method and the payment method that will be used as a template.
The
layout of this area and of the Payment method details tab
depends on the settings of the selected payment method.
| Element | Description |
|---|---|
|
Customer |
The customer whose payment method you want to view or add; select a customer from the list of customers defined in the system. |
|
Payment method |
The payment method used as a template for a customer payment method you are currently viewing; select a payment method to use its settings for creating a new customer payment method. |
|
Active |
A check box that indicates (if selected) that the selected customer payment method is active (that is, available for recording payments). |
|
Cash account |
The cash account to accrue customer payments made by this payment method, if it differs from the default cash account specified for the payment method selected. You can select an account from the list of cash accounts allowed for the payment method. If the field is empty, the system will use the default cash account of the selected payment method. |
| Description | The description of the selected payment method. |
The Payment method details tab
The specific elements on this tab depend on the selected payment method, which is defined in the Payment methods (CA204000) window.
| Column | Description |
|---|---|
| Description | A description of the column. Depending on the selected payment method you will see different descriptions here. |
|
Value |
Enter the value, for example a bank account number. |
