Setting up Payment Method Mapping

If you are using Document Capture, you must map the payment methods between Document Capture and Payment Management. Follow these steps:

  1. Select the Search for page or report icon, search for Payment Method Mapping, and then select the related link.
  2. In the Payment Method Mapping list, delete any existing lines.
  3. Select Actions > Functions > Create mapping records for CPM.
  4. Create new lines and make sure to map the Document Capture card type to a Payment Management payment method code.

See also

Setting up Payment Methods