1. Go to: Settings > Project lists > Payment types.
2. Click the 'Add' button in the top right corner.
3. Type a 'description' for the payment type. e.g. cash, credit card, or paypal.
4. (Optional) Check the default box and each new payment will have this type assigned by default.
5. Save and close.

Delete a payment if it has not been entered against any invoice payments. Delete a payment type by:

1. Go to: Settings > Project lists > Payment types and use one of the following methods:
   • Single row - Click the row action button and select 'delete'.
   • Multi-row - Select the checkbox(es) on the row left for each item you want to delete. Then click the multiple rows action button and choose 'delete'.
2. The list refreshes and the item(s) have been removed.

Make a payment type as inactive to stop the type being entered against any future invoice payments. Inactive payment types are removed from drop-down lists. A payment type cannot be deleted if it has already been assigned to an invoice payment. Change a payment type to be inactive by:

1. Go to: Settings > Project lists > Payment types, and use one of the following methods:
   • Single row - Click the row action button and select 'edit'. Uncheck the 'active' box, and then save and close.
   • Multi-row - In the list check the box(es) on the left of the name column, and then click the multi rows action button. Choose 'Set as not active' option.
2. The list refreshes and only the active items remain in the list.

Update an existing payment type to change the description, or set a new item as the default.

1. Go to: Settings > Project lists > Payment types.
2. Click the row you want to update, or click the action button on the row and select 'edit'.
3. Update the payment type description, or mark the type as the default item if required.
4. Save and close.

Search

When a large number of items exist to use the search or filter options to limit the number of rows shown in the list.

Search by clicking the search button and typing the keyword into the search box. To return to seeing all items in the list click the clear button in the search bar.

Filter

Filter the list by selecting the search button. See the available filters by clicking the word 'active'. Select a filter from the drop-down list and click the search button to apply the filter. The filter options are:

• Active - the default list filter that shows the items that can be used (seen in drop-down lists).
• Inactive - see the items that can no longer be used, and are only shown when still linked to existing records.
• All - see both active and inactive items in the list.

Sample payment types are created with each organization. Delete or make 'inactive' any payment types that are not required. The same payment types are created for all industry types.

1. Description Describe the payment methods that your clients pay your invoices by. These payment types normally match the payment types entered in your accounting system (i.e. MYOB AccountRight Live or Xero).
2. Default Select a payment type to be the default options selected when entering an invoice payment. There can only be one item marked as the default. Users can select alternate options in the drop-down list when entering payments.
3. Active If checked the payment type is active and available in drop-down lists. Uncheck the Active box in the edit screen to make the record inactive. Inactive records are removed from drop-down lists, and shown with a strike-out style applied.