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.