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 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.


Program Options can be found within the Tools Menu.


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


Payment Types & A/R Terms from within the 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.