Adding a "Paying for" Field – Set an Optional Check Field
I.M. Demo needs another draft from her account. She is also "PAYING FOR" her daughter Melanie's membership fees.

Access ADMINISTRATOR and scroll down to SET CHECK OPTIONAL FIELDS.

Type "PAYING FOR" in the Optional Field 1 box as shown below, click on SAVE CHECK OPTIONS and the following screen will appear confirming your changes.

To view the original debit that you created for I.M. Demo, access CUSTOMERS and scroll down to VIEW RECURRING DEBIT BY DATE as shown below.

In light of the "speed issue" of dial-up modems, you are given a Date Parameter option (shown below) to reduce the number of records you are accessing in your search. Type in the date range that will include the debit you wish to review. You could also find the recurring debit information by accessing ADMINISTRATOR/SEARCH CUSTOMERS.


Click on VIEW REPORT.

The following screen will be displayed that reflects the customer's name, and the new "Paying for" column: