EFT Customer Payments

[christy25]

Does anyone have customers that pay via EFT? I have certain customers that we require to pay via EFT, I was wondering what you do for payment terms to show that this customer is paying this way.

Currently I have set up the standing po in customer maintenance to display EFT. This way it will print on this invoice. I was hoping there was a better way to do this? Any ideas?

Thanks.

[dringstrom]

Another approach would be to assign one of the custom fields to be EFT terms. You can then add this field to the invoice. In this case, for the customers that pay by EFT, I'd put something like "PAYMENT REQUIRED BY EFT" in the custom field for each customer that pays that way, but leave the field blank for all of the other customers. In this fashion, for the non-EFT customers, nothing would print, but for the EFT folks, they'd see a complete message.

Hope this helps!

[christy25]

I have added a customer field for EFT customers and added it to the invoice form.

This works much better since you can override the standing po from the sales order (which we use).

Thank you so much for your help!!!