Create Customer Methods of Payment

For integration with Anthology Student, you need to create customer methods of payment in Anthology Finance & HCM, and map them with the corresponding Anthology Student methods of payment.

For information on mapping the Anthology Student methods of payment, refer to Set up Student Accounting Parameters.

To create customer methods of payment, perform the following steps:

1. Navigate to Accounts receivable > Payments setup > Methods of payment.

2. Select New.

3. In Method of payment, enter a unique identifier for the method of payment. For this procedure, we will enter Check.

4. In Payment status, select Sent.

   For all other payment methods, select None in the Payment status field.

5. In Payment type, select Check.

   For all other payment methods (ACH, Credit Card, EFT, Non-Cash, Cash, and NET), select Other in the Payment type field.

6. Select the General FastTab.

7. In Student Payment method, select Check.

   This maps the method of payment to the specific method of payment in Anthology Student.

8. Select the File formats FastTab and perform the following steps:

   1. Select Setup to open the File formats for methods of payment form.

   2. On the EXPORT tab, in the AVAILABLE pane, select Check, and select the right arrow to move it to the SELECTED pane.

   3. Select Save and close the File formats for the methods of payment form.

   4. In Export format, select Check from the drop-down list.

9. Select Save and close the form.

External Link:

Microsoft Documentation: Establish customer method of payment.