Payment Locations

Payment locations designate where the customer can submit payment for a Bill. Payment locations are assigned when creating a Billing and are required.   

Creating a Payment Location

1. From the Accounts 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 the 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 

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

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 the desired information. By default, the Payment Locations grid sorts by Location #.  Click on 

 to generate a quick report based on filtered results. Click on any row of the search results to see a highlighted view of the record.

Click view  

 to see a particular payment location.

Edit a Payment Location

To edit a Payment Location:

1. Search for the 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 return to the grid without posting the modifications.

Delete a Payment Location

The Delete function can be used to delete a payment location if there are no AR transactions posted against it.

1. Search for the desired payment location.

2. Click on the Delete icon 

   .

3. Confirm you want to delete by clicking on 

   .