Home » Categories » 01. Shop ManagementSE v 6.x and 7.x

How Do I Add/Edit Payment Types? SE

Question: Is there a way to change the payment type in the “Apply Payments Dialog Box”? We have a need to include “Electronic” payments.

1) Go to Setup, Standard Tables and select Income/Payment Types tab.

2) Change the selector bullet to Payment Types; you’ll see existing entries listed there.

3) Click on Add to create your new entry; decide to count as Cash (likely), Check or Credit Card.

4) Enter ‘Electronic’ in Account Description and decide on a GL Code.

NOTE: A Unique GL code will break it out separately on Revenue by GL Code report while still being counted as part of your Cash. A shared GL code will lump the ‘Electronic’ dollars into that group decided to be used.

5) Click on OK and Done to save your entry; it’ll now be available in your Payment Type drop-down list next time you access it.

5 (2)
Article Rating (2 Votes)
Rate this article
  • Icon PDFExport to PDF
  • Icon MS-WordExport to MS Word
Attachments Attachments
There are no attachments for this article.
Comments Comments
Related Articles RSS Feed
Manager SE 6.x Export Data (MM) Updated to replace Excel
Viewed 16653 times since Wed, Jun 13, 2012
Export Data from Manager SE Followup Reports to .CSV format
Viewed 3331 times since Tue, Jul 17, 2012
Setup for Gmail or Yahoo Email Accounts For Use With SE Shop Mgmt.
Viewed 8082 times since Tue, Aug 5, 2014
Wrong Vehicle Displays in Catalog
Viewed 2590 times since Tue, Oct 21, 2014
When running a report: String or Binary data would be truncated. The statement has been terminated.
Viewed 3425 times since Thu, Jul 10, 2014
How To Search Purchase Orders
Viewed 2885 times since Wed, Jun 6, 2012
Florida State Reqs: Estimates & Invoices
Viewed 3448 times since Tue, May 22, 2012
Manager Crashes when using drop down selection on Technician
Viewed 3537 times since Thu, Feb 21, 2013
SE Recommended Local Backup Instructions
Viewed 4571 times since Wed, Jan 14, 2015
How to lock a Specific Markup value for Multiple Parts in Inventory
Viewed 1778 times since Fri, May 15, 2015