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Payment Types
Getting Started > Setting Up a New Company > Company Setup > Settlement Terms > Payment Types

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Introduction About:

Payment Types are used to set up defaults for payments such as default payment method, bank account and credit card gateways to use. Here you can assign plug-in payment gateways to use for other payment methods such as Money Order and Wire Transfers.


Note:
Interprise Suite includes a default payment type for each default payment method. You can modify or add to the default payment types from the System Manager > Maintain > Payment Types.


 

Terminology Steps:

Create New Payment Types

  1. Go to the System Manager module.
  2. Select Payment Type under the Maintain menu. The Payment Type setup form is displayed. 
  3. Click on the New button in the toolbar menu.
  4. In the Payment Type column, type in the payment type description e.g. Credit Card.
  5. Enter additional information in the Description field e.g. credit card payments processed through Authorize.NET payment gateway.
  6. In the Payment Method column, select from the available payment methods e.g. Credit Card.
  7. If payment method is set to credit card, you must select a default credit card gateway in the Credit Card Gateway column to use. See Also: Customer Setup > Credit Cards > Credit Card Gateways
  8. Check the Active checkbox to include the new payment type in the pulldown list.
  9. Save the details before closing the Payment Type setup form.

 

How To How To:

ShowMaintain Payment Types

  1. Go to the System Manager module.
  2. Select Payment Type under the Maintain menu. The Payment Type setup form is displayed. 
  3. Edit the details as necessary and save again before closing the form.

 

ShowDelete Payment Types

Note that only payment types that has not been assigned to a payment term or used in any transaction may be deleted.

  1. From the Payment Type setup form, select the Payment Type to delete.
  2. Click on the Delete option from the toolbar menu.
  3. Choose Yes in the prompt to delete.

 

 

Next Steps Next Steps:

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