Managing Payment Types

This article will walk you through:

  1. Click your name in the upper-left corner.
  2. Click Inventory & Prices.
  3. Click Setup.
  4. Click Payment Types.

Follow the directions for what you would like to do next:

Adding Payment Types

  1. Click the + add icon to open the Create Payment Type slider.
  2. In the slider:
    1. Type a name for the payment type.
    2. Optionally, you can select a GL Code. Clicking in the field will expand a list of available GL codes. You can begin typing the name of a GL account or its code to filter the list.
  3. Click Save.

Editing Payment Types

  1. Click the payment type you want to edit to open its Edit Payment Type slider.
  2. In the slider, you can:
    1. Update the payment type's name.
    2. Add, change, or remove a GL Code. Clicking in the field will expand a list of available GL codes. You can begin typing the name of a GL account or its code to filter the list.
  3. Click Save.

Inactivating Payment Types

  1. Click the payment type you want to inactivate to open its Edit Payment Type slider.
  2. Toggle Active off.
  3. Click Save.
  4. By default, inactive payment types will not appear in the list. You can click the eye icon to toggle whether they are visibility shown or visibility_off hidden.

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