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Payment levels are similar to order levels in the Orders service (see About Order Levels and GL Accounts for details). 

Payment levels allow the cash receipt to be placed into multiple GL accounts for the same payment type, thus allowing a user to determine where the cash is deposited. The model for payment levels works similarly to order levels, in that the payment level is first defined at the company level, then at the person level, and finally at the individual payment level. As with the order levels, it is possible to override the default company payment level at the Persons record, and it is possible to override the default person payment level at the Payments record.

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Aptify provides the ability to configure any number of different payment types. Each payment type defined in the system contains several attributes that are used to determine several key points of integration with the accounting system.

See Managing Payment Types for more information on Payment Types.

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In this case, if a customer makes a partial payment for an order that contains multiple products that use different A/R accounts, Aptify proportionally splits the payment among the appropriate A/R accounts by default. If you want to apply the partial payment to a specific product, you need to specify the product's order line in the Payments form. See Processing Payments for information on how to associate a payment with a particular order line.

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Account

Debit

Credit

Cash

$25

0

Product 1 A/R

0

$25

Product 2 A/R

0

0


See Processing Payments for information on how to associate a payment with a particular order line.