How do I set up payment types?

When recording an Invoice as Paid, you will have to record the payment type in addition to any comments about the Payment. To set up these payment types: 

  1. Click on the menu at the top left corner of the page and go to Fields under Settings and Tools:
    Image_2018-11-13_at_4.44.11_pm.png
  2. Select Payment Types from the left hand side then click the +Add button:
    Image_2018-11-13_at_4.47.02_pm.png
  3. Enter the Payment Type and whether you'd like it to be active: 
    Image_2018-11-13_at_4.53.34_pm.png
  4. Then Save
  5. The Payment Type will now appear in your list under Fields and if Active, in the drop-down when you mark an invoice as paid:
    Image_2018-11-13_at_4.55.02_pm.png
    Screen_Shot_2018-11-13_at_16.56.35.png

Note: If a Payment Type is Inactive, the green tick box will be greyed out, and the payment type won't appear as an option when you record a payment:
Image_2018-11-13_at_4.50.25_pm.png


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