Classifying a printer as payment printer

Use this procedure to classify an IDM Enterprise Printer as a Payment Printer. This classification restricts the printer to Payment Check and Remittance Advice printer setup. Non-Payment Printer is the default classification for all printer types. This classification enables the printer to be used for all output documents.

Only Application Administrator, Financials Administrator, Cash Administrator, and Cash Manager can perform these steps:

  1. Navigate to the IDM Printers menu for your role, see IDM printer menu reference table.
  2. Select an IDM Enterprise Printer.
  3. Perform these methods:
    • Toggle method - Enable the Payment Printer toggle on the printer detail. Only Administrators can directly edit this toggle, for all other roles, the toggle is read-only.
    • Action method– Click Set as Payment Printer. This action is available only to Administrator, Cash Administrator, and Cash Manager; for all other roles, this action is hidden.

    A confirmation message is displayed: "Existing User Default Printer assignments for this printer will be removed. Are you sure you want to continue?"

  4. Click OK.
    The printer is now classified as a Payment Printer. The message Cannot be set as a user default printer is displayed next to the Payment Printer toggle.
    Note: To reclassify a Payment Printer as a non-payment printer, disable the Payment Printer toggle or use the Remove as payment printer action. The Payment Printer column in the IDM Printer list displays Yes if the printer is classified as a Payment Printer and No otherwise.