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.
4. Select {Delete}. A window will pop-up to confirm selected items to be deleted.
5. Select {Save}. A results window will pop-up to indicate the payment types
have been deleted.