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The Payment Wizard
allows you to enter payment information quickly and easily. To launch
the Payment Wizard,
open an invoice and click Create New
Payment or Refund.
You can modify what pages of the wizard are used, what the text message
says on each page, and other options by going to the Wizard
Builder, click on Tools > Design Tools > Wizard
Builder.
When entering information into the wizards, you’ll find that the software automatically capitalizes the
first letter and uses lowercase for the rest of the letters. For example,
if you type “sara johnson,” the software will change it to
“Sara Johnson” when you tab to the next field. If you
don’t want to change the capitalization of an entry, press
the F3 key instead of the tab key when moving to the
next field. For example if you don’t want “John McDonald”
changed to “John Mcdonald,” press the F3 key
to move to the next field.
See Payment How To’s for more information on creating and managing payments.
Advanced users may choose
to create a new payment directly in a Payment
record. To disable the NewPayment
Wizard, go to Maintenance > Preferences > User
Preferences.
