C.O.D. (cash on delivery) payments can be processed using this area. A sale can be designated as a C.O.D. from the Delivery tab located on the process (F12) form. Use the account name field for selection if the customer has an account with your company, or use the COD # field for selection. The COD # field also has alternate selection choices of account, account/job, name, and delivery date. The total of the C.O.D., prior amount paid (if any), and balance due are displayed for easy reference.

Process (F12)

The payment process form is fairly simple. Three (3) tabs are provided on this form: payment (ALT-M), transmit (ALT-T), and print (ALT-P).

Once all process form changes have been made, press or select the Finish (ALT-F) button. To cancel processing and return to the activity screen press or select Back (ALT-B).

Payment (Alt-M)

Use the Payment (ALT-M) tab to specify the payment method for the payment being received. Depending upon the method(s) chosen, the information required changes.

Use the Reset button to clear all existing payment references to start over.

Transmit (Alt-T)

The Transmit (ALT-T) tab can be used to E-mail and/or fax a copy of the payment document to the customer. If the selected customer has fax and email information associated with the account or job's contact, that information will be used to populate the form. Any default information listed can be manually changed by the user. The "End Of Day" radio button is not available for payments. All payment Emails must be sent immediately.

Both faxing and Email capability is dependent upon outside factors. Faxing is managed by Microsoft Fax Server and a fax modem/phone line and Emailing requires a SMTP server or provider as well as configuration. The application is not responsible for the actual transmission of either faxes or Emails.

Print (Alt-P)

The Print (ALT-P) tab allows printer selection and options for saving as a file instead of, or in addition to, printing. For information about the PS Payments document created for a C.O.D. payment, click here.