Add AR Payment Reason Code

Overview

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, AutoCorrection, Billing Error).

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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