Difference between revisions of "ProDon:Payment Method Management (Version 4)"

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== Payment Method Management  ==
 
== Payment Method Management  ==
  
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To add or modify payment methods, you must first go to the "Payment Method Management".
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To add or modify payment methods, you must first go to the "Payment Method Management".  
  
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{| border="1" width="467" height="502" cellspacing="1" cellpadding="1" class="wikitable"
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{| border="1" width="467" cellspacing="1" cellpadding="1" class="wikitable"
 
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To do so, from the software home page, click on the "Transactions" menu, and then on "[[Image:Button_payment_methods.png]] Payment methods".
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To do so, from the software home page, click on the "Transactions" menu, and then on "[[Image:Button payment methods.png]] Payment methods".  
  
 
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| [[Image:Payment_Method_Management_001.png]]
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| [[Image:Payment Method Management 001.png]]
 
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| colspan="2" |  
 
| colspan="2" |  
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After clicking on "[[Image:Button_payment_methods.png]] Payment methods", this window opens.
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After clicking on "[[Image:Button payment methods.png]] Payment methods", this window opens.  
  
 
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| colspan="2" | [[Image:Payment_Method_Management_002.png]]
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| colspan="2" | [[Image:Payment Method Management 002.png]]
 
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| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''This is the list of all the existing payment methods in '''''ProDon'''''.
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''This is the list of all the existing payment methods in '''''ProDon'''''.  
  
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">B:&nbsp;</span>'''The [[Image:Button_add_plus.png]] button allows you to create a new payment method. To learn how to fill in the addition or editing of a payment method window, click here.
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'''<span style="color: rgb(255, 0, 0);">B:&nbsp;</span>'''The [[Image:Button add plus.png]] button allows you to create a new payment method. To learn how to fill in the addition or editing of a payment method window, click here.  
  
 
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| width="50%" | '''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Button_Edit.png]]
 
 
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''The [[Image:Button Edit.png]] button allows you to modify a payment method from the list at <span style="color: rgb(255, 0, 0);">'''A'''</span>. To do so, select the line of the payment method to be modified and click on the&nbsp;[[Image:Button_Edit.png]] button. To learn how to fill in the addition or editing of a payment method window, click here.
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| width="50%" |
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''The [[Image:Button_Minus_remove_delete.png]] button allows you to delete a payment method from the list at <span style="color: rgb(255, 0, 0);">'''A'''</span>. To do so, select the line of the payment method to be deleted, then click on the [[Image:Button_Minus_remove_delete.png]] button.
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'''NOTE: '''It is preferable to deactivate a payment method rather than deleting it. To learn how to deactivate a payment method, see point <span style="color: rgb(255, 0, 0);">'''J'''</span> of the "Add / Edit a Payment Method" section.
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| colspan="2" |  
 
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After clicking on the [[Image:Button_add_plus.png]] or [[Image:Button_Edit.png]] button, this window opens.
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| colspan="2" |  
 
| colspan="2" |  
 
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''Enter the code of the payment method.
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''Enter the name of the payment method.
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''If more than one communication language are active in '''''ProDon''''', the [[Image:Button_translate.png]] button allows you to translate the name of the payment method entered at <span style="color: rgb(255, 0, 0);">'''B'''</span>.
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''These two boxes allow you to indicate if the payment method can be used in donation transactions only, in beneficiary transactions only or in both.
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'''NOTE: '''These boxes are visible only if the "Beneficiaries Module" is active in '''''ProDon'''''.
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'''<span style="color: rgb(255, 0, 0);">E: </span>'''Check this box if the payment method has been created for in-kind donations.
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'''<span style="color: rgb(255, 0, 0);">F: </span>'''Check this box if the payment method is a bank instrument (e.g. cheque). If this box is checked, all elements paid with this payment method will appear on the "Deposit Slip" report.
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'''NOTE: '''It is not possible to check this box and the one at <span style="color: rgb(255, 0, 0);">'''I'''</span> at the same time.
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'''<span style="color: rgb(255, 0, 0);">G: </span>'''Check this box to activate a "Reference" field under the payment method when entering a transaction. This field is often used to specify, for instance, a cheque number for the "cheque" payment method.
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| width="50%" |  
 
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'''<span style="color: rgb(255, 0, 0);">H: </span>'''Check the box on the left to activate a field allowing to specify the donor's banking institution when entering the transaction. The box on the right allows you to make the field mandatory when entering the transaction.
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'''<span style="color: rgb(255, 0, 0);">I: </span>'''Check this box to allow you to specify the instruments in the "Deposit Slip" report. This option is available for the "Cash" payment method.
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'''<span style="color: rgb(255, 0, 0);">J: </span>'''Check this box to deactivate the payment method.
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| width="50%" |  
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| width="50%" | '''<span style="color: rgb(255, 0, 0);">K: </span>'''Check this box if the payment method can be used to pay several transactions. For instance, if the employees of a company deduct an amount from their paycheque each week (deduction at source) in order to give
 
| width="50%" |  
 
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Revision as of 10:43, 8 September 2012

Template:Header ProDon

Introduction

The Payment method management allows you to create all payment methods necessary in the database.

NOTE: Do not forget to create a "Pledge" payment method, in order to enter donations with pending payments.

Payment Method Management

To add or modify payment methods, you must first go to the "Payment Method Management".

To do so, from the software home page, click on the "Transactions" menu, and then on "Button payment methods.png Payment methods".

Payment Method Management 001.png


After clicking on "Button payment methods.png Payment methods", this window opens.

Payment Method Management 002.png

A: This is the list of all the existing payment methods in ProDon.

B: The Button add plus.png button allows you to create a new payment method. To learn how to fill in the addition or editing of a payment method window, click here.

C: The Button Edit.png button allows you to modify a payment method from the list at A. To do so, select the line of the payment method to be modified and click on the Button Edit.png button. To learn how to fill in the addition or editing of a payment method window, click here.

D: The Button Minus remove delete.png button allows you to delete a payment method from the list at A. To do so, select the line of the payment method to be deleted, then click on the Button Minus remove delete.png button.

NOTE: It is preferable to deactivate a payment method rather than deleting it. To learn how to deactivate a payment method, see point J of the "Add / Edit a Payment Method" section.



Add / Edit a Payment Method

After clicking on the Button add plus.png or Button Edit.png button, this window opens.

A: Enter the code of the payment method.

B: Enter the name of the payment method.

C: If more than one communication language are active in ProDon, the Button translate.png button allows you to translate the name of the payment method entered at B.

D: These two boxes allow you to indicate if the payment method can be used in donation transactions only, in beneficiary transactions only or in both.

NOTE: These boxes are visible only if the "Beneficiaries Module" is active in ProDon.

E: Check this box if the payment method has been created for in-kind donations.

F: Check this box if the payment method is a bank instrument (e.g. cheque). If this box is checked, all elements paid with this payment method will appear on the "Deposit Slip" report.

NOTE: It is not possible to check this box and the one at I at the same time.

G: Check this box to activate a "Reference" field under the payment method when entering a transaction. This field is often used to specify, for instance, a cheque number for the "cheque" payment method.

H: Check the box on the left to activate a field allowing to specify the donor's banking institution when entering the transaction. The box on the right allows you to make the field mandatory when entering the transaction.

I: Check this box to allow you to specify the instruments in the "Deposit Slip" report. This option is available for the "Cash" payment method.

J: Check this box to deactivate the payment method.

K: Check this box if the payment method can be used to pay several transactions. For instance, if the employees of a company deduct an amount from their paycheque each week (deduction at source) in order to give




Document name: ProDon:Payment Method Management (Version 4)

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