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Home > Invoices and Payments > Payment Reference

Payment Reference

This is where the payment or refund information is stored (and entered when not using a wizard).



Field Description
Type Payment or refund.
Refund/Payment Date Date the payment or refund is applied to the invoice.
Refundable If the payment is refundable, check this box. You can then enter a date the payment should become non-refundable. Note: Make sure this box is unchecked if the payment is not refundable.
Future Payment If the payment will occur in the future, check this box. A future payment will appear on the invoice Order Detail tab as "pending" and will be in colored text.
Payment Method Select the method being used to make the payment (or refund) by choosing from the drop-down list. If Stratus already has a credit card on file for the client, that card will be displayed along with your studio's standard choices. See also: Setting up Payment Methods
Credit Card Number Type the customer’s credit card number. This field is only available if the payment method selected is a credit card. The credit card number will be masked on all reports and future transactions. See also: Setting Up Credit Card Processing  and Processing Credit Cards through Stratus
Expiration Date Choose the month and year found on the customer’s credit card. This box only appears if the payment method selected is a credit card. 
Customer Name, Address, Zip Code These fields are optional, although filling them in usually reduces your bank’s charge for processing a credit card through the program PC Authorize.
Authorization Code If you're using one of Stratus's integrated credit card processing services, authorization information will be automatically entered in this field. See also: Setting Up Credit Card Processing  and Processing Credit Cards through Stratus
Check Number Type the customer’s check number if the payment method is check. 
Payment Amount  Type the amount that was paid on this invoice (or refunded against this credit memo). 
Amount Tendered  For cash payments, enter the amount tendered and Stratus will automatically calculate the change due.


See also


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