Payment types
Create custom payment types, and define the default payment type to be used when entering invoice payments.
What are payment types?
Create the categories or methods that you allow clients to pay your invoices. A sample set of payment terms are created with each new organization. Mark any items not required as inactive. Set the primary payment method as the default, and it will automatically default on each new invoice payment entered.
Why use payment types?
Report on how your clients are paying your invoices e.g. cash, credit card, or paypal.
Actions available
- Go to: Settings > Project lists > Payment types.
- Click the 'Add' button in the top right corner.
- Type a 'description' for the payment type. e.g. cash, credit card, or paypal.
- (Optional) Check the default box and each new payment will have this type assigned by default.
- Save and close.
Delete a payment if it has not been entered against any invoice payments. Delete a payment type by:
- 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'.
- The list refreshes and the item(s) have been removed.
Tip: Unable to delete a payment type? Mark the payment type as inactive to remove it from drop-down lists.
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:
- 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.
- The list refreshes and only the active items remain in the list.
Tips:
- Use the list filter 'all' to find both active and inactive payment types.
- A strike-out style is applied to rows that are inactive.
Update an existing payment type to change the description, or set a new item as the default.
- Go to: Settings > Project lists > Payment types.
- Click the row you want to update, or click the action button on the row and select 'edit'.
- Update the payment type description, or mark the type as the default item if required.
- Save and close.
Tip: Change the description and all historical data using this item will show the new payment type name.
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.
Tip: Learn more about searching with the list search or the global search.
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.
Tip: Return to the default view by choosing the clear button in the search bar.
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.
Description |
---|
Cash |
Cheque |
Credit card |
Other |
PayPal |
Electronic funds transfer |
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