Add and Manage Payment Methods

This article will help you set up additional Payment Methods if those provided with Universal Office do not suit your purposes. Payment Methods are used when recording a payment. Universal Office ships with the most commonly used Payment Methods, such as Cheque (separate for MVA, WSIB, and EHC), Cash, Debit Card, Visa, and Mastercard. In addition, a “Write Off” method is provided, for use when writing off debt in Universal Office.

The Payment Methods library is located in Administration Setup. You must have appropriate permissions to access this library.

To perform the following procedures, log in to Administration Setup and double-click the Payment Methods icon.

Add a Payment Method

1. Click [Add Payment Method] on the toolbar.
2. Enter the Payment Method name and a short Description.
3. Click Save and Close.

Edit a Payment Method

1. Locate and double-click the Payment Method.
2. Make changes to the Payment Method and Description details.
3. Click Save and Close.

Delete Payment Method

Note: You may not delete the OHIP Bank Direct Deposit method or any method used at least once to reconcile a payment.

1. Locate and select a Payment Method.
2. Click [Delete Payment Method] on the toolbar.
3. Click Yes when prompted.

Deactivate or Reactivate a Payment Method

1. Locate and double-click the Payment Method.
2. Change the Status to Active or Inactive.
3. Click Save and Close.