Edit payment defaults for a deposit

1. From a deposit record, select the Payment Defaults tab and select Edit on the action bar. The Edit payment defaults screen appears. For more information about how to add a deposit, refer toAdd Deposits.

2. In the Payment date field, enter the default effective date of payments that will be added to this deposit.

3. In the Payment method field, select the default payment method for the payments in this deposit. Your choices include None, Check, Cash, Credit card, and Other.

   If you select “Credit card,” the Card type field appears for you to select a credit card type.

   If you select “Other,” the Other method field appears for you to select a payment method other than those currently listed in the Payment method field.

   Note: Credit card types and other forms of payment methods are included in code tables you set up in Administration. For more information, refer to the Administration Guide.

4. In the Payment amount field, enter the default amount for payments that will be added to this deposit.

5. Select Save.