System Parameters - Creating Payment Type Categories

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System Parameters

Payment Type Categories are used when setting Payment Types and taking payments through the system.

To access the Payment Type Categories settings:

1. Select System from the toolbar.
   
   
2. From the dropdown, select System Parameter.
   
   
3. Finally, select Payment Type Categories.
   

This will open the Payment Type Categories window, where you can add new categories, amend existing categories or delete categories, as required.

You cannot delete Required categories e.g. Direct Debit, Cash, Cheque

In the Days for Payment to Clear column, you can define how many days must pass before payments of that type can be allocated. You can enter the amount directly onto the grid, and click Save to apply. This value will then be applied during the allocations process for the specified payment type.

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