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2. Type the codes in the boxes
3. Click Save
Payment Types
On the right side of the screen you will see the Payment Types and their corresponding codes. The two payment types preloaded in the system are 'cash' and 'credit note'. It is likely that at least one or more of your customers will want to pay their invoices by credit card or EFTPOS so you should add these types to the list.
1 Click +Add New Type
2. Enter the name of the Payment Type and then the Account Code you wish to assign to it
3. Click Save
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To change an existing payment type's name or add an account code, click Edit, make your changes, then click Save. |
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If you no longer wish to use a payment type you can remove it from the list by clicking inactive. Note that the system will not allow you to do this for payment types that have already been used to pay invoices. |
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