Home > Payments and Refunds > Payment WizardPayment Wizard
The Payment Wizard allows you to enter payment information quickly and easily. To launch the Payment Wizard, open an invoice and click Create New Payment or Refund.
You can modify what pages of the wizard are used, what the text message says on each page, and other options by going to the Wizard Builder, click on Tools > Design Tools > Wizard Builder.
When entering information into the wizards, you'll find that the software automatically capitalizes the first letter and uses lowercase for the rest of the letters. For example, if you type "sara johnson," the software will change it to "Sara Johnson" when you tab to the next field. If you don't want to change the capitalization of an entry, press the F3 key instead of the tab key when moving to the next field. For example if you don't want "John McDonald" changed to "John Mcdonald," press the F3 key to move to the next field.
See Payment How To's for more information on creating and managing payments.
Advanced users may choose to create a new payment directly in a Payment record. To disable the New Payment Wizard, go to Maintenance > Preferences > User Preferences.