Payment Types

Menu Path:  Billing & Receipts > Reference Tables > Cash Receipts > Payment Types

Use the Payment Types page to create payment types for users to select from when entering receipts, such as cash, check, and credit card. When you create a payment type, you assign it to a category and specify whether a reference number, such as a check number, will be required during receipt entry.

Typically, you can have multiple payment types per category, such as VISA, Master Card, and Discover payment types for a credit card category. The cash category can only have one payment type.

Add Payment Types

1. Select the Payment Types page.

2. Click Add New.

3. Complete the fields. For details, refer to the Fields section below.

4. When finished, click OK.

Update Payment Types

1. Select the Payment Types page.

2. In the Search Criteria section, enter criteria identifying the records to list, and click Find.

3. In the List section, select the desired record, and click OK.

4. Update the fields as needed. For details, refer to the Fields section below.

5. When finished, click OK.

Deleting Payment Types

1. Select the Payment Types page.

2. In the Search Criteria section, enter criteria identifying the records to list, and click Find.

3. In the List section, select the desired record, and click Delete.

4. In the Confirmation dialog, click Yes.

Generate Payment Type Reports

1. Select the Payment Types page.

2. In the Search Criteria section, enter criteria identifying the records to list, and click Find.

3. Click Print.

4. In the Print window, specify how you want to generate the report, and click OK. The report's default file name is rmpaytype.rpt.

Fields