Set Up New Payment Type


Setting up a new “Payment Type” is something you may wish to do at some point if you wish to add 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.


Program Options” can be found within the “Tools Menu.”


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


Select “Payment Types & A/R Terms” from within “Business & Financial Settings.”


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


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.

Updated on June 15, 2023

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