How To: Quick Set Payment Types
Table Of Contents
When creating a sales order, you can use keyboard shortcuts to quickly set the payment method without opening the Payment tab. This can speed up order entry and help ensure the correct payment type is applied before the order is saved.
Change the Payment Method
- Create a new sales order for a customer. For guidance, see How To: Create a New Sales Order.
- Add the required items to the order:
- Click New Item (F3), or
- Press Ctrl + Q for quick stock entry.
- Open the Other Actions menu:
- Press F9, or
- Click the drop-down arrow to the right of the green circle with the white cross icon on the toolbar.
- Select the required payment option:
Option Payment Type Behaviour 1 Cash The payment amount is automatically set to the full order total. 2 Cheque The payment amount is automatically set to the full order total. 3 Credit Card Save the order, then right-click the payment line and select Calculate New Payment Amount to update the value. 4 Account If payments have already been taken but not processed, the system displays a warning message. - Press Ctrl + S or click Save to save the sales order.
Important Notes
- The Account payment option only applies to non-account customers.
- The quick-set payment function only updates the payment line currently selected on the Payment tab.
- If a sales order contains multiple payment lines, you must update each payment line manually from the Payment tab.
- Always review the payment values before saving the order to ensure the correct amounts have been applied.