Ascend automatically includes the most common payment types. However, you may need additional payment types based on your business operations (e.g. Customer Satisfaction or Barters). Ascend allows you to add additional, custom payment types to your system.
- From the Ascend Desktop,
select the View menu > Payment Types.
- On the toolbar, click Add.
- In the Name
field, enter the name you wish to display in reports (e.g. Customer Satisfaction, Barter).
Once set, this value cannot be changed.
- Check Advanced to
limit the payment type only to those users with the Advanced Payments user permission (e.g. managers).
- In the Button Name
field, enter the text you wish to display on the Payment toolbar (e.g. CustomerSat, Barter).
- From the Button Icon
field, select the image you wish to display on the Payment toolbar.
- (QuickBooks® users) From the QuickBooks Account drop-down, select the appropriate QuickBooks® account to
which the payment should apply.
- In the Display Order
field, enter the order in which you wish to display the payment on the Payment
- Check Enable Rounding
if the payment should be rounded.
- Check Open Cash Drawer if
the cash drawer should open for the payment.
- Click Save.