Customizing the Take Payment Wizard

There are 5 policies you can use to customize the Take Payment Wizard to your agency’s specifications.

To access TAR policies, click SETUP on the Main Menu screen, and then click POLICIES. The Browse Policies screenopens with all available policies displayed in a table. See "Setting Policies"

Double-click on the policy descriptions listed below; or, highlight the policy in the table and click

to open the Maintain Policies screen.

Default Payment Type to be used during the Payment Wizard: The payment type you choose in this policy will always automatically display as the payment type (this is usually your more frequently used payment type).
Default the Pre-Payment flag during the Payment Wizard: Setting this policy to TRUE will automatically check the pre-payment checkbox and create a Pre-Payment when the amount paid is more than what is owed.
Preview Receipt before printing during Payment Wizard: Setting this policy to FALSE will print a receipt (if the print receipt checkbox is checked) without a preview first.
Default the Payment Wizard to Print Receipt:Setting this policy to TRUE will automatically check the print receipt checkbox and print a receipt for every payment taken.
Restricting Payments to Current Lease: Setting this policy to TRUE will only allow you to apply payments on accounts with a balance that are tied to the tenant's current lease.

Click OK to set each policy value and apply the changes to the program.