OFFICE: Payment Types
Create custom payment types to organize manual payments on your invoices.
How can I add more Payment Types?
Customizing your payment options helps you better categorize manual transactions across your invoices. You can establish personalized Payment Types to suit your business needs.
Head to Flyout Menu > Payment Types.
You have the ability to modify existing Payment Types or add a fresh one by selecting the +Add Payment Type button.
Simply provide a name for your payment type and you’re all set!
Where can I see my new Payment Type in action?
Go to Office > Invoices.
Select the Options menu for the invoice where you want to log a manual payment, then choose Record Payment.
Your newly created payment option will be available in the Type dropdown list.
After you’ve made your selection, click Record Payment to finalize the entry.