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 (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
Figuring Shop Overhead
Viewed 3803 times since Wed, Jun 6, 2012
SE DEFAULT PRINTER NOT STICKING IN WINDOWS 10
Viewed 2328 times since Thu, Dec 29, 2016
Shop Management: How to Restore a Local Database Backup
Viewed 4064 times since Mon, Jul 16, 2012
Handling Changes to MI Part Core Tax on Manager SE Estimate/R.O./Invoice
Viewed 674 times since Tue, Mar 28, 2017
Export Data from Manager SE Followup Reports to .CSV format
Viewed 1242 times since Tue, Jul 17, 2012