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Payment Types

Updated

Payment Types define the kinds of payment your organisation accepts when recording payments against invoices. These options are available when receiving a payment on an Account.

Common examples include Cash, Cheque, and Bank Transfer. You can create and manage your own Payment Types so they reflect your organisation’s workflow.

Payment Types are selectable when you receive payments against invoices.

Overview

Payment Types are used when applying payments to invoices. Keeping these options accurate helps ensure payment records reflect how money was received.

Create a Payment Type

  1. Click +Add to open the create dialog.
  2. Enter a name for the Payment Type.
  3. Click Save.

The new Payment Type is then shown in the Payment Types table.

Edit a Payment Type

  1. Select the row of the Payment Type you want to edit.
  2. Update the name.
  3. Click Save.

The Payment Types table updates to show the new name.

Delete a Payment Type

  1. Select the row of the Payment Type you want to delete.
  2. Click the red Delete button.
  3. Confirm with OK, or select Cancel if you do not want to continue.

The Payment Type is then removed from the Payment Types table.

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