Set Up New Payment Type

One

Setting up a new Payment Type is something you may wish to do at some point if you wish to add in transaction varieties, such as transactions from an event, something purchased online or taking any outside source of income.

From the Main Menu, select Tools to start this process.


Two

Program Options can be found within the Tools Menu.


Three

Business & Financial Settings… will open a secondary drop down menu.


Four

Payment Types & A/R Terms from within the Business & Financial Settings.


Five

This menu will allow you to Add, Edit, and Delete any Payment Types, as well as adjust the Deposit # and Menu Order.


Six

This is the Add / New Payment Type Record menu.  You can customize how the Payment Type behaves within this menu, such as making the cash drawer pop open when this Payment Type is used.  The Short Name is what will be displayed in the Payment field during a transaction.