10.3 and 3.1 Disallowing a Household to Pay by Check
Problem
We have a household that has had two checks returned as NSF. Does RecTrac allow you to stop a household or individual from paying with checks??
Solution
The Payment Restrictions field provides for this functionality.
RecTrac 3.1
1 Go to Household Management. Lookup and select the Household on which you wish to place the payment restriction.
2 Go to the Financial Info tab.
3 Click the Picklist icon in the Payment Restrictions field and select the Payment Codes you wish to keep this Household from using.
4 Click Save.
RecTrac 10.3 and previous:
1 Go to Household Maintenance. Lookup and select the Household on which you wish to place the payment restriction.
2 Go to the Financial Info screen. (Military users: Go to DOD Financial.)
3 Right-click or press F9 in the Payment Restrict field and select the Pay Codes you wish to keep this Household from using. Press and hold the key to select multiple Pay Codes.
4 Click Select and Done.