System Parameters - Creating Payment Types
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Payment Types are used in conjunction with Payment Type Categories when taking payments through the system.
To access the Payment Types settings:
- Select System from the toolbar.
- From the dropdown, select System Parameter.
- Finally, select Payment Types.
This will open the Payment Types window, where you can add new types, amend existing types or delete types, as required.
Adding a New Payment Type
- Click Add New.
- This will open the Add Payment Type window.
- In the Payment Method dropdown, select from the Payment Type Categories you have set up.
- Enter a Payment Type and a Description.
- Tick Needs Reference if you want the Daily Posting Screen to ask for a reference when using this type.
- Tick Posted Individually to Nominal if you want to post the transactions to the nominal individually after running the payment reconciliation, instead of as a batch.
- Click Save and Close.
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