Adding Payment Types

Step     Action

  1.       Select {Settings} and then select {Financial} under Accounting.

  2.       Select {Payment Types} on the right-hand side of screen to auto scroll to

            Payment Types section.

  3.      Select {New} under Payment Types. A New Payment Type  modal window 

           will open.

  4.      Enter name for new Payment Type.

  5.      Select {Save}. A results window will pop-up to indicate the payment type

           has been saved.  

Editing Payment Types

Step     Action

  1.       Select {Settings} and then select {Financial} under Accounting. 

  2.       Select {Payment Types  } on the right-hand side of screen to auto scroll to 

            Payment Types   section.

  3.       Hover mouse over the name of payment type to be edited and select the pencil icon.

            A modal Edit Payment Type window will open.

  4.      Make required changes.

  5.      Select {Save}. A results window will pop-up to indicate the payment type 

           has been saved.   

Step      Action

  1.        Select {Settings} and then select {Financial} under Accounting. 

  2.        Select {Payment Types  } on the right-hand side of screen to auto scroll to 

             Payment Type   section.

  3.        Select entries under Payment Types  to be deleted by checking boxes on the

              left-hand  side.   All entries can be deleted by checking box to left of {New} 

             under Payment Types.

             deleted.
  5.        Select {Save}. A results window will pop-up to indicate the payment types

             have been deleted.