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.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.