Knowledge Base

 
 

Version 7, 2019

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Payment Types


Whilst creating Payment Types works in the same whay as creating any other item within Data Maintenance, see the details on this under Using Data Maintenance, there are some specifics
 
Payment Types
1

System Payment Types

1. System Payment Types
These are default payment types that must be kept within the system. They can be disabled so that they are not shown in the drop down list but they can not be deleted.
2

Other Payment Types

2. Other Payment Types
These are other payment types available, or that could be added. They can be disabled so that they are not shown in the drop down list and they can be deleted if there are no transactions against them.
 
A note on Linked Records: Please note, that when deleting a record from Payment Types, the Linked Records box will appear twice. Once, for any payments with that option attached to it and a second time, for any clients with it set as their default payment type.