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.

  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.   


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.

  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.