How do I add a payment type?
Short answer
Open Payment Type, click New Payment Type, enter Code, PaymentType Name and Payment Category, and Save.
Steps
- Open Property Setup > Financial Settings > Payment Type.
- Click New Payment Type.
- Enter Code and PaymentType Name (unique).
- Choose Payment Category: Card, Cash, Bank, Others, Complimentary or Bad Debts.
- Tick Credit Card Processing Required? only for types that go through a terminal or gateway.
- Click Save.
Check the result
Payment type added successfully. It appears in the Type list on payments and in collection reports under its category.
Common problems
- The built-in Debit Card type cannot be edited or deleted.
- Choose the right category: reports total by category, and Bad Debts needs a special privilege.
- Reorder by dragging rows.
- Messages: Configuration messages.