If you have defined any custom fields for payment transactions, they will appear after the standard SOS Inventory fields, in the Custom fields section of the transaction. The fields will be of the input format and value that you have defined.
Add lines (). Click the icon to add additional lines to the line item table. The number of lines added is established by the number specified by your company in the Default lines setting (Tools & settings > Configuration > Company > General).
Amount. This field is seen in two different areas on a payment transaction. The Amount column shows the value of each line item being paid. When displayed below the line item area, Amount is the total payment for all line items in the transaction.
Applied to. Specifies the invoice or sales order (SO) to which the payment is to be applied. You will need to enter the reference number of the appropriate transaction manually.
Channel. Sales channel from which this sale was initiated (such as Web Order).
Class. Class assigned to this line item. This field is enabled only if Class tracking is enabled in your QuickBooks connection settings (Tools & settings > Configuration > Connections > QuickBooks).
Clear lines. Aicon in the column header of a table or line-item area clears the content of all line-items in a table, but not the lines themselves. By contrast, aicon in a line-item row removes both a line and its contents.
Comment. An internal comment on a transaction. The comment is not displayed when the transaction is printed or emailed unless this field is added to the payment transaction's form template.
Currency. Currency for this transaction. This field is visible only if the Multicurrency setting is enabled in your company's Accounting settings (Tools & settings > Configuration > Company > Accounting).
Customer. Customer to whom the transaction applies. Once a customer is selected, the system imports relevant data from the customer definition.
Customer address. The customer’s address for this transaction. The billing address is used by default.
Customer message. This message to be displayed on the transaction. This field can be expanded to become as large as needed. You can also choose a standardized customer message that your organization has defined in SOS Inventory by selecting the Predefined messages button.
Customer notes. Internal notes from the customer definition. The customer note is not displayed when the transaction is printed or emailed unless this field is added to the payment transaction's form template.
Date/time. Transaction date with timestamp. Use the Now button to update it to the current date/time.
Department. Lists the department for this transaction for sales reporting.
Deposit account. The account to which a customer payment is deposited.
Description. Enter a description of the payment, if desired. This field is expandable.
Exchange rate. The exchange rate for this transaction. This field is visible only if the Multicurrency feature (Tools & settings > Configuration > Company > Accounting) is enabled. If the customer's currency is in the European Central Bank (ECB) currency feed and is specified in the customer definition, SOS will automatically populate the Exchange rate field with the current rate. This rate can be overridden manually. For more information about exchange rates, a list of currencies in the European Central Bank (ECB) feed, and how to get currencies not in the ECB feed, see Multicurrency. On all sales transactions except RMAs.
Fill. Applies the same information that you specified for a Class or Job column in Line 1 to all line items on the transaction.
Job. The job reference number for the payment.
Line. The line-item number on the transaction. The order of a line can be changed using the Multitool.
Location. The location where the payment is being processed.
Multitool. A multifunctional icon in the far-left column of a line item. The Multitool is a convenient feature found on transaction line items and some other tables used in SOS Inventory. The Insert tool (), located in the top left corner of the Multitool, inserts a blank line above the current line item. The Move tool moves and reorders line items by clicking, holding, and dragging theicon. The Copy tool () duplicates the data in one line item to the line immediately below it.
Payment reference #. Reference number used to identify a payment. The system will attempt to number the transaction automatically, depending on your Payments numbering settings (Tools & settings > Configuration > Payments > General).
Payment method. The method type used by the customer to pay for a sale.
Predefined messages. Selecting this button opens a pop-up window listing standardized messages. You can select one to populate the Customer message field. The predefined messages are created on the Customer messages list (Tools & settings > Configuration > Lists > Customer messages).
Refresh exchange rate. If the date of a sales transaction is changed, select Refresh exchange rate (located next to the Exchange rate field) to revise the exchange rate to match what it was on the updated date. An automatic update can occur only for a customer whose currency is in the European Central Bank (ECB) feed. Refresh exchange rate is visible only if the Multicurrency setting (Tools & settings > Configuration > Company > Accounting) is enabled.