System Parameters - Creating Payment Types

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:
  1. Select System from the toolbar.

  2. From the dropdown, select System Parameter.

  3. 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

  1. Click Add New.



  2. This will open the Add Payment Type window.



  3. In the Payment Method dropdown, select from the Payment Type Categories you have set up.

  4. Enter a Payment Type and a Description.

  5. Tick Needs Reference if you want the Daily Posting Screen to ask for a reference when using this type.

  6. 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.

  7. Click Save and Close.
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