Payment Types
Payment Types are the kinds of payment that your organisation uses to mark payments from your Accounts, against Invoices. These are selectable when you Receive a Payment on the Account’s screen. At a basic level, this can be thought of as ‘Cash’, ‘Cheque’, and ‘Bank Transfer’. However, you can create and edit your own set of Payment Types so that they reflect your own workflow and your own organisation.
Payment Types are selectable when you Receive Payments against Invoices.
Create a Payment Type
- Click the +Add button, this will open a dialog box.
- Name your Payment Type.
- Click Save.
Your new Payment Type will now be shown as created on the table of Payment Types.
Edit a Payment Type
- Click on the row of the Payment Type you wish to edit, this will open a dialog box.
- Rename your Payment Type.
- Click Save.
Your Payment Type will now be updated with the new name on the table of Payment Types.
Delete a Payment Type
- Click on the row of the Payment Type you wish to delete, this will open a dialog box.
- Click on the red Delete button, this will open a confirmation dialog box.
- Confirm with OK (or Cancel if you don’t wish to continue with the deletion).
Your Payment Type will now be shown as removed from the table of Payment Types.
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