How To: Create a New Payment Line

  1. Open a Sales Order screen (show me how).
  2. Either create a new sales order or locate an existing sales order.
    Note: to edit an existing sales order, it must be in an editable stage of the [ Sales Invoice Manager ].
  3. Open [ Sales Order | Detail | Payment ] tab.
  4. Press Alt+E or click the green triangle icon is the buttonbar's EDIT button to enter edit mode.
  5. Click on the the NEW ITEM button has an icon that shows two sheets of paper (identified by having the top right corner folded down), arranged diagonally on the icon from top left to bottom right button above the payment grid to add a new payment line.
  6. Focus in the Payment Type field, press F4 and select the required payment type:
    • Cash: for cash payments;
    • Chq: for cheque payments.
    • Card: for Credit Card payments.
    • Vch: for vouchers.
  7. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save.


  1. See How To: Enter Payment Details on a Sales Order for more details about using the different payment options.
  2. The Stm't checkbox is used by the system when using Credit Notes.

See Also

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