Payment Locations

The ability to create various payment locations.  Payment locations are assigned when creating a Billing.  

Creating a Payment Location

1. From the Account Receivable menu, select "Payment Locations" to display the Payment Location grid.

2. Click 'Create'
   
   

   1. Location #: Enter a location number.  The code must be numeric  with a maximum length of 99 characters.

   2. Name: Enter a name of the location.  (Examples may include the Name of the School District, Warehouse, Bus Garage, etc)

   3. Enter the rest of the desired information.

   4. Click on Save  to add the location to the grid.  Click on Cancel to cancel out without posting.

Open

Search/View Payment Locations

The Payment Locations grid allows you to search for existing payment locations by clicking in the filter row in the grid columns and entering in the desired information. By default, the Payment Locations grid sorts by Location #.  Click on  to generate a quick report based on what you filtered.  Click on any row of the search results to see a highlight view of the record.

Click view   to view a particular payment location.

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Edit a Payment Location

To edit a Payment Location:

1. Search for desired payment location

2. Click on the edit icon  

3. Make desired changes

4. Click on Save to post the changes to the system, click on Cancel to not post the modifications and return to the grid.

Delete a Payment Location

The Delete function may be used to delete a payment location if there haven't been any AR transactions posted against it.

1. Search for desired payment location.

2. Click on the Delete icon 

3. Confirm you want to delete by clicking on .