OFFICE: Payment Types

How can I add more Payment Types?

To better keep track of your manual payments on Invoices you can create new Payment Types.

CLICK HERE to learn about Invoices

Navigate to Flyout Menu > Payment Types.

You can edit the default Payment Types, or you can create a new one by clicking the +Add Payment Type button.

All you need to fill out is the name and you're good to go!

Where can I see my new Payment Type in action?

Navigate to Office > Invoices.

Click the Options menu button for the Invoice you want to mark as a manual payment and select Record Payment.

You will see your new Payment Option in the Type dropdown menu.

When finished click Record Payment.

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