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Payment Types |
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Payment Types |
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Payment Types
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Payment Types |
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Payment Types |
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| 1. | Select Setup | General Lookup Tables from EventPro Planner’s main menu. |
| 2. | Select Payment Types from the drop-down list in the upper left corner. |
| 3. | Click the New button to the right. |
| 4. | The Payment Type [New] window appears. |
| 5. | In the Payment Type field, identify each method of payment you accept, e.g. AmEx, Visa, MasterCard, Check, Money Order, Cash, etc. |
| 6. | Select which, if any, type of Surcharge is to be added to the total if this payment type is used. Your choices are None, Fixed or Percentage. Later, if you create an invoice for a client who intends to pay by a method that incurs a surcharge, and you want to pass the expense on to the client, you can enter the payment type in their invoice. If you have entered a surcharge here while setting up the payment type, the invoice will automatically include the relevant surcharge as a line item. |
| 7. | If a surcharge applies, enter a number in the Surcharge field, which will represent either a fixed amount or a percentage, depending on the type you chose above. |
| 8. | Enter a Surcharge Description that can be printed as an explanation or description of the surcharge. |
| 9. | Check the Show Online box if you want the payment type to be visible online. |
| 10. | Click Save. |