What is the context?
The ability to add new payment types is essential for businesses that need to offer a variety of payment methods to their clients. This feature allows administrators to customise the payment options within the system, ensuring the platform can accommodate different payment preferences when it comes to making payments and reconciling invoices.
What is the purpose of the article?
This guide explains how to add a new payment type to the system, making it available for selection when adding payments.
Adding a new Payment type
To add a new payment type, go to Start Page > Admin > Common Catalogues.
From the Catalogue list open Payment Types. This will give you the option to create a New Payment type.
There are two options to proceed; you can either click the + sign next to New Payment type... situated within the category list, or click + Add new... in the action section on the right of your screen:
Next, enter the new payment type into the Name Section and Save:
The new payment type entered should now appear within your payment type list:
And show up in your Payment Method options when taking a payment:
Review date
This article was last updated on 28th January 2025.