Payment types

Create custom payment types for making invoice payments. You can also set the order the payment types appear, so when making a payment, the item at the top of the list will be the default (when paid in full is selected). 

ClosedGetting Started
Setup required before use Who can use it? Where is it?

Payment terms

Administrator

System Administrator

 Default data > Payment types

Tips: 

Create payment types

  1. Type a description in the field.

  2. Save.

What else you can do with payment types

ClosedSet the default sort order

Setting the order of the payment types will make entering payments easier. When using the payment entry option 'Paid in Full' the payment type that appears at the top of the list will be selected by default. So this will remove unnecessary mouse clicks.  

  1. Select the sort order button .

  2. Select a Payment type.

  3. Use the arrows to move it up or down into place.

ClosedDeactivate payment types

  1. Uncheck the Active box against a payment type.

  2. Save.

The payment type/s will no longer appear when making payments.

Tip: The default payment types Cash, Cheque, Credit Card, Direct Transfer, Eftpos and Other cannot be changed - if you don't want to use them, deactivate them instead.

ClosedDelete payment types

  1. Select a Payment type.

  2. Select Delete.

The payment type/s will no longer appear when making payments.

Tip: The default payment types Cash, Cheque, Credit Card, Direct Transfer, Eftpos and Other cannot be deleted - if you don't want to use them, deactivate them instead 

Want to learn more?

Looking for more help? Try reviewing the following Default Data topics: Concept Link IconView Topics

 

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