Payment Types Overview
Whenever a payment is recorded, you'll be able to specify what form that payment was in. Common payment types (e.g., cash, check, and credit card) are available by default. However, you can edit or delete these defaults, or add your own payment types. Payment types will appear in the order that they appear under "Configurations" in the Settings, which can be set by dragging each line into the position you prefer.
Viewing Existing Payment Types
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Click on Settings
Click on "Configurations" and select the option to "View Payment Types"
If you are utilizing our integrated payments, the payment types; Terminal, Card On File and Key In, will automatically be created for your account and uploaded as payment types. Integrated payment types cannot be deleted.
To learn more about integrated payments, please reach out to your sales rep, select the "Payments" tab in the settings or email
Creating a New Payment Type
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Click on "Settings"
Click on "Configurations" and select "New Payment Type"
Complete the form that appears and save
Editing and Deleting a Payment Type
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Click the arrow to learn more
Click on "Settings"
Click on "Configurations" and select the option to "View Payment Types"
Click on the gear icon next to the payment type that you want to edit and select the "Edit Payment Type" option
Make your desired edits in the form that appears, and click "Save"
To delete or suspend a payment type:
Click on "Settings"
Click on "Configurations" and select the "View Payment Types"
From the gear icon, you can delete or suspend the payment type
Confirm your intent to delete the payment type
A payment type can only be deleted if it has never been used. If a payment type has been used, you will be able to select "Suspend Payment Type" instead. Suspended payment types will not be available for use when recording payment.