Financial - Payment Types


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.

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

           will open.

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  4.      Enter name for new Payment Type.

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

          has been saved. 

 

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  6.       Select X to close pop up results window.

 

 

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.

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

             will appear on the right-hand side of the name. Select the pencil icon.

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          A modal Edit Payment Type window will open.

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  4.      Make required changes.

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

           has been saved. 

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  6.        Select X to close pop-up results window.

 

Deleting 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 Type section.

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  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.    

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  4.      Select {Delete}. A window will pop-up to confirm selected items to be 

           deleted.

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

            have been deleted. 

 

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  6.        Select X to close pop up results window.