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Add AR Payment Reason Code

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In AR > Post Payments, the Reason column allows the user to choose a reason or category for the invoice payment amount (for example, Regular Payment, Short Pay, Discount).

 

 

 

 

If necessary, you can add a new Reason to attach to invoice payments:
 

  1. Navigate to Admin Tools (Ctrl + L, or Start Page > Actions > Admin Tools).

  2. Under Category, click System.

  3. Under System, double-click Config Choice.




  4. In the Config Choice window, click the Add New button.




  5. In the Config Choice Detail section, find the Category drop-down list. Select InvoicePaymentReason.




  6. Type the name for the new Reason in the Choice Code field.

  7. Type a Description for the new Reason.

  8. In the Shared by section, select the branches that should see the new config choice.

  9. Click Save.


 


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