Package Payment Config

Available on: Desktop · Web · Phone

The voucher settings and print options used when you take a payment or give a refund against a client's package in Customer Package Payment (see Customer Packages).

In Setup Appointments, open the menu and double-click Configuration › Package Payment Config (the Configuration menu shows only for users allowed to change the configuration), or click Configuration in the Customer Package Payment window. The screen is titled CUSTOMER PAYMENT CONFIGURATION.

Setting	What it is
Cash Receipt	The voucher setting used for cash payments
Bank Receipt	The voucher setting used for card and cheque payments
Cash Payment	The voucher setting used for refunds
Default Cash Account	Required — without it, payments and refunds stop with "Default cash card account is not selected!"
Print On Payment / Print On Refund	After a payment or refund, the receipt opens in print preview, using the Package Payment Receipt or Package Refund Receipt design (see Printing)

All four of Cash Receipt, Bank Receipt, Cash Payment and Default Cash Account must be filled before OK saves — for example "Please Select Cash Account First.". Fill it in and click OK before taking the first package payment.

Example. Pick your cash-receipt, bank-receipt and cash-payment voucher settings, pick Cash in Hand as Default Cash Account, tick Print On Payment and click OK. When Kavya pays ₹4,000 in cash for her package, a cash receipt is made with the Cash Receipt setting and her receipt opens in print preview.

On the web

The screen works the same way on the web.