Task 4: Enter additional information about the sale

The fields that appear at the bottom of the Sales window depend on the type of sale you are creating.

A	Salesperson, Comment, Ship Via, Promised Date	Enter optional information, such as the name of the salesperson, a comment, shipping method, and the promised date for delivery of goods or services. Enter text or click the search icon () to choose from the Select From List window.
B	Invoice Delivery Status	If you want to print or email the invoice in a batch, select the required delivery method from the list.
C	Journal Memo	The journal memo is generated automatically. You can change this text if you want.
D	Tax	Click the zoom arrow () if you want to view or change the tax amounts assigned to the sale.
E	Freight	Enter freight charges. Select the option to the right of this field if tax is charged on the freight amount.
F	Paid Today	Type the amount of money the customer paid you at the time of the sale or, if you are creating an order, how much money the customer gave you as a deposit.
G	Payment Method	Type or select the payment method. Click Details if you want to enter details about the payment. For example, if you are being paid by credit card, you can record the credit card number and expiration date. If you have subscribed to the MYOB Merchant Account Service, see Entering payment methods for use with an MYOB Merchant Account.
H	Tax Code	Select the tax code for this purchase.

Entering payment methods for use with an MYOB Merchant Account

If you have subscribed to the MYOB Merchant Account Service, note the following when completing the Payment Method field in a sale:

Payment Method

Only four payment methods are acceptable for use with the MYOB Merchant Account Services. In order for the Merchant Account Services to identify each payment method, you must enter the following strings of letters in the Payment Method field:

■	American Express: AMER or AMEX

■	MasterCard: MAST

■	Visa: VISA

■	Discover: DISC

Method Type

Both Credit Card and Debit Card are acceptable entries for this field, but both entries will be treated as credit cards.

note : True debit card payments can’t be processed by the MYOB Merchant Account Service

Some types of cards can be used for both debit and credit payments; MYOB Merchant Account Service accepts American Express, Discover, MasterCard, and Visa cards. If you enter a card that is both a debit and a credit card, MYOB Merchant Account Service will process the transaction as a credit card transaction.

True debit card payments where a PIN number is required can’t be processed using MYOB Merchant Account Service.

For more information about the MYOB Merchant Account Service, see Processing credit card payments using MYOB Merchant Account Service.

Related Topics

■	Task 5: Complete the sale

■	Entering sales

■	Receiving payments

■	Printing payment receipts