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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 > Wizard Builder.
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HERE'S A FLASH FOR YOU!
When entering information into Spectra wizards, you'll find that Spectra automatically capitalizes the first letter and un-capitalizes the rest of the letters. For example, if you type "sara johnson," Spectra will change it to "Sara Johnson" when you tab to the next field. If you don't want Spectra 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 the "Adding New Payments" section of the "Working With Payments and Refunds" chapter for more information on how to complete the Payment Wizard.
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HERE'S A FLASH FOR YOU!
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. |
