Defining Payment Types

You can use many different payment types to accept money from your customers. These methods are located in the Payment Types dialog box. A list of default methods is automatically created for you. If you wish, you can edit the name of these payment methods as well as determining which ones will be used in your application (mainly on the Detail tab of a customer record).

In addition, ServiceCEO can integrate credit card processing into your application. ServiceCEO’s integrated credit card processing is easy to use and allows you the flexibility to process all of your credit cards at once or one at a time.

Note:
Credit Card processing is an extra feature of ServiceCEO and requires an additional license code. See the Credit Card Processing Overview section for more details.

To define payment types:

Select Tools > Options or press CTRL+O. The Options dialog box appears.
Select Payments from the Categories bar. The Payments Options dialog box appears.

Click Edit Payment Types. The Payment Methods dialog box appears.

To edit the name of a payment type, click the appropriate Payment Type field and type the new name.

Note:
While you can edit the name of any of payment types, the attached fields will remain associated with the payment method. In other words, even if you change the name of the Check field, the Check Number field will still be associated with that payment method. See the List of Payment Types section below.

The Active check box will be selected by default. Deselect it if you do not want the payment type to appear in the application.
Click OK. The Payment Methods dialog box closes.

List of Payment Types

Below is a list of the payment types available in ServiceCEO. Note that when you attach a payment type to a record, the fields listed in the Attached Fields section appear in the record and require input before you can save the record.

Payment Type	Can be used as default payment method?	Attached Fields
Check	Yes	Check Number
Cash	Yes	None
Credit Card	Yes	Credit Card Number, Expiration Date, and Card Type
Bill	Yes	None
Gift Certificate	No	Gift Certificate Number
Barter	No	Description
Coupon	No	Coupon ID
Direct Debit	Yes	Bank Information, Account Holder, and Account Number
Debit Card	Yes	Issue Number, Expiration Date, Card Type, Card Number, and Start Date (optional).

Note:
The two debit card payments are designed to fit specific payment methods:

Direct Debit. Created to handle direct money transfers from or between banks.
Debit Card. Created to handle U.K. debit cards. If you want to use a U.S. debit card, we suggest you use the Credit Card payment method.

Credit Card Processing

Select the Use Integrated credit card processing check box to enable the use of credit cards. Only select this check box if you are using the credit card processing module.

Note:
If you are using credit card processing with X-Charge, please fill out the Pre-Application form on our website. Once you've filled out this form, a representative from X-Charge will contact you and configure your system to process credit cards.

Select the credit card processor you are using from the Processor drop-down list.
Click next to the Transaction Folder field. The Browse for Folder dialog box appears. Navigate to and select the folder that was configured for your transactions by the credit card processor. For X-Charge, this folder will be "C:\Program Files\X-charge\LocalTran"directory.
Note: If multiple users are connecting to ServiceCEO, the transaction folder should be located on the server computer The computer hosting the ServiceCEO database. As opposed to a "client" computer, which is a user computer connecting to the ServiceCEO database on the server computer. as a shared folder. You can then map each client computer Any computer running ServiceCEO that is not hosting the ServiceCEO database. All client computers must connect, via a network, to the server in order to see the ServiceCEO database. to the folder as located on the server computer.

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