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- Turn on integration for AR Invoice/Return.
- Default Cash payment checkbook (Sales Order Preferences)
- Default Check payment checkbook (Sales Order Preferences)
- Default Credit Card payment checkbook (Sales Order Preferences)
Understanding the data flow
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To record payments received from the customer for the sale transaction, open the Payment Details tab. Then, enter the amount received in the Amount column corresponding to the 'Payment Type' through which the money was received - either Cash, Check, or Credit Card. In the reference field, the user has the option to enter a reference for the payment that will display on the cash receipt - however, this is not required. Finally, select the checkbook to receive the payment from the Checkbook drop-down menu. Selecting the checkbook will default the Cash Account field with the cash account assigned to the checkbook. The default checkbook . In for each payment type can be configured in Sales order Preferences. In order for the transaction to be approved or posted, the total payment amount for a customer sale cannot exceed the total transaction amount. However, partial payments can be applied.
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