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Readysell has various ways of entering Customer Payments. This topic covers the quickest method of entering a customer payment is by tagging the open items for payment from within the card. If you have been paid by the Customer in the form of a cheque, ensure that you enter the cheque bank details onto the customer's card before you insert the Payment see link Card general settings Also, ensure that you add the field of 'Customer Payment Reference' to the customer payment window. You will only ever need to insert the customer payment reference from the bank statement into this field the once. The system will populate the value onto the customer's card settings tab. |
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Click on the 'Status' Tab in the detail area and then click on 'Customer Open Items' tab
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Make sure the drop down filter on the Customer Open Items is 'unallocated open items'
Hold down the Ctrl Key as you click on each individual Open item you wish to flag to pay. As you click and highlight each open item you will notice that the '$ Value" in the Pay $ is increasing.
Or if you select a range of open items, hold down the shift key on the first open item and then click on the last open item in the list , all open items in the range will be highlighted for payment.
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Payment reference field must be at least one word that is on the Bank Statement. The word has to be spelt exactly as is on the bank statement and is not case sensitive.
If you receive a cheque payment enter the cheque number and ensure you select the drawer details
You can tidy up the customer cards by adding the reference to the field of 'customer payment reference' on the settings tab on the card or from within the customer payment , add the field of 'Customer Payment Reference' onto the customer payment window.
Insert the customer reference into the payment reference field as well as the Customer payment reference field and this will pre-populate over to the card when you complete the payment.
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| title | Customer Payment Ref on the Card |
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PROCEDURE
Register for global payment
Setting up Tender within Readysell - speak to readysell
- Log onto Readysell>Tenders
- Click on New
- Name the tender something like 'Eway Global Pay'
- Tender Method = Eway Global Pay
- Description = full description of the tender
- Account = select the bank account that the money for this tender will be linked to eg 11505
- Account site = to be the same bank account
- Count Required = tick if you are doing cash counts and end of shifts
- Reconciliation Method = check with Readysell. This depends on how all the global payments appear on your bank statement
- Matching Mode = check with readysell. Depends if you are importing bank statement lines and you wish to auto mark
- Card Names Tab = leave empty
Available transaction types = select all the transactions types that this tender will be used for
Expand title Eg Setting up tender for global payment 
Global Tender requirements within transactions
When inserting a transaction into readysell, if you use the tender of 'Eway global payments' you will need to ensure that you insert the following information.
On the EFT Details tab for eg within customer payments, you will need the Eway Global Payment Details.
Same details will need to be inserted when inserting a payment onto the Sales order or tendering a sales invoice etc.
Name
Card No
Expiry date on the Card
CVN
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Once entered the system will not save these details
Once finalised the system will fill in the Receipt details with the response code.
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