Home » Categories » 01. Shop Management SE

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.

Answer:
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 (5)
Article Rating (5 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
Shop Management: Email setup
Viewed 23562 times since Wed, Mar 27, 2013
Shop Management: Back Ordered, Partially Received, and Cancelled Parts
Viewed 1530 times since Mon, Aug 13, 2018
User List Name Stores Screen Preferences
Viewed 1938 times since Thu, Jul 30, 2009
How To Launch SE Demo Mode
Viewed 1533 times since Wed, May 22, 2013
Manager SE: Lube Sticker Printer User Guide
Viewed 2563 times since Tue, Oct 30, 2018