Home » Categories » 02. Shop Management 5.9 Legacy

How Do I Add/Edit Payment Types?

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.

0 (0)
Article Rating (No 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
Configure 5.9 Shop Mgmt To Email EST/INV/Revisions
Viewed 5752 times since Fri, Feb 10, 2012
Reward Your Customer Referrals
Viewed 3702 times since Fri, May 8, 2009
OEM PnL Transfer Link Missing
Viewed 1466 times since Wed, Aug 15, 2012
Gain Additional Business with Stored Recommendations
Viewed 2871 times since Mon, Jul 14, 2008
Not able to use mouse wheel to scroll
Viewed 2930 times since Thu, Jul 26, 2012
How to Remove License Plate
Viewed 2245 times since Fri, Feb 10, 2012
Mail Merge Instructions
Viewed 3482 times since Thu, May 31, 2012
Save Your Changes To WIP and Order Screens
Viewed 3912 times since Wed, Jun 25, 2008
Recordset Cannot Be Opened - Diagnostic Number 5356
Viewed 9715 times since Thu, Jul 26, 2012
Manager Crashes when using drop down selection on Technician
Viewed 3912 times since Thu, Feb 21, 2013