How do I set up payment types?

When recording an Invoice as "Paid", you know have the option to record the payment type in addition to any comments about the Payment. To set up these payment types: 

  1. Click on the menu at the top left corner of the page and go to "Fields"
  2. Select Payment Types on the left hand side
  3. Click the +Add button
  4. Enter the Payment Type and Coding (not required)
  5. Click save
  6. This Payment Type will now appear in the drop-down when you mark an invoice as Paid

Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk