Rice Lake TransAct 3.5 - Manual (Page 154)

Accounting Payments (TransAct Plus Only)
Version 3.5 155
Payments
(TransAct Plus Only)
Use the Payments section of Accounting to record customer payments, credits, and print receipts.
Recording a Payment
To enter payments and credits, select Accounting | Payments from the main menu. The Payment / Credit
Form table appears.
Figure 138. Payment / Credit Form - Payment
If Payment is not already selected, use the mouse to select Payment . The black dot denotes the selected
item. Payments can be categorized similar to how transactions are categorized during a weigh
transaction. Select items from the drop-down lists. Click the item in the list to select it.
NOTE: It is not necessary to use the category fields unless you want to generate payment reports
sorted on categories.
If payments are received as itemized payments, use the Save Item button to enter multiple items per
payment.
Single Item Payment
To select the customer the payment will be applied to, click in the Account box. The customer’s default
category items are displayed. If desired, select other items from the drop-down lists. Select category
items to generate payment reports sorted on categories. Enter the amount paid and the check number
in the available
Amount Paid and Check Number boxes.
To save the receipt, click the Save button.