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Purpose: This document lists the steps to take to create a new payment method. This pay method can be used when taking new payments on an estimate, invoice, or when adding a new transaction.

1. From the Section pull-down menu bar at the top of the screen, choose Inventory Management
2. From the Search for:  sectionmenu, choose Pay Methods
3. Click Add New
4. Complete necessary fields
   1. Abbreviation - this is the value displayed when choosing a pay method. 
   2. Description - this is the complete description of they payment type. This will print on invoices, statements and financial reports.
   3. GL Account Code - this field is used for our General Ledger account report. 
   4. Print Deposit Slip? - Choose 'Yes' if you want a deposit slip to print at the time of printing your End of Day report
   5. Print on Statement tear off form? - This option applies to equine hospitals only. When checked, a tear off form that clients can include when sending in their payment is printed on the last page of the statement.
5. Click OK to save your entry