Field Management - Manage Payment Types

Field Management - Manage Payment Types

Purpose

  1. The purpose of this Knowledge Base Article is to demonstrate how to manage payment types using Field Management.

Video


Instructions

1. Click on Admin.


Click on Admin.



2. Click on Field Management.


Click on Field Management.



3. Type "payment."






4. In field Name, enter "Payment" and Click on payment.






5. Click on Payment Type.


Click on Payment Type



6. Click on Apply.


Click on Apply.



7. Click "Edit."






8. Click on "Edit" to edit a Payment Type.
  1. Note: Once used in an invoice, payment types cannot be deleted.
  2. Note: E-Payment and Other Payment Types cannot be edited.
  3. Edit name and check number fields.





9. Update Name of Payment Type and set Check Number field to Yes or No.
  1. Note: Yes will require a Check Number to be entered.

Update Name of Payment Type and set Check Number field to Yes or No.



10. Click on "Add" to add a Payment Type.






11. Enter a name for the new Payment Type.


Enter a name for the new Payment Type.



12. Select Yes or No to have the Check Number Field appear when recording a payment of this Type.
  1. Note: Yes will require a Check Number to be entered.

Select Yes or No to have the Check Number Field appear when recording a payment of this Type.



13. Click on "Save" when done editing and/or adding Payment Types.








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