In AR > Post Payments, the Reason column allows the user to choose a reason or category for the invoice payment amount (for example, Regular Payment, Short Pay, Discount).
If necessary, you can add a new Reason to attach to invoice payments:
- Navigate to Admin Tools (Ctrl + L, or Start Page > Actions > Admin Tools).
- Under Category, click System.
- Under System, double-click Config Choice.
- In the Config Choice window, click the Add New button.
- In the Config Choice Detail section, find the Category drop-down list. Select InvoicePaymentReason.
- Type the name for the new Reason in the Choice Code field.
- Type a Description for the new Reason.
- In the Shared by section, select the branches that should see the new config choice.
- Click Save.