How do I set up a payment type to give change?
In Cash Receipting, you need to set up one payment type to give change so you can balance the payment amounts received during payment entry with the distribution amounts. When the payment amount is more than the distribution amount, the change amount is displayed in the cash column of the payment register so you can balance the check amount totals to match the report totals.
The option to provide change based on only the bank or using the bank and GL combined deposit. This option is set in the Organization table. [More]
Before you get started
Review the payment types that you have set up and determine which payment type or payment types, depending on the option that you have selected to provide change in the Organization table, will be provide change.
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If you selected Bank and GL Combined Deposit, make sure there is one payment type selected for each unique combination that has the option selected to Use This Payment Type to Give Change.
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If you selected Bank, make sure there is one payment type selected for each bank that has the option selected to Use This Payment Type to Give Change.
Setting up a payment type to give change
1. Open Connect Cash Receipting > Organization > Payment Types.
2. Look up a payment type that will provide change.
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If the organization will provide change based on the bank only, then you will need to set up at least one payment type to provide change for each bank.
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If the organization will provide change based on the bank and GL combined deposit combination, then you will need to set up at least one payment type to provide change for each combination.
3. Click to select the checkbox titled Use This Payment Type to Give Change.
Use This Payment Type to Give Change
4. Click Save (CTRL+S).
The payment type is set up to provide change.
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