How do I add a payment type?
Set up a payment type to receive payments for cash, check, money order, credit card, and electronic checks. Based on the payment type, you can choose options to make it easier for the cash receipting clerk to enter the customer's payment information.
When you enter a payment entry, the payment types that are saved in the Payment Types table will be included in the payment types menu, like this...
Enter payments view, Payment type menu
Here are some of the most common payment types. You can follow the instructions to set up the payment type, you can use the information to create a custom payment type that fits your organization's needs.
How do I set up a payment type for credit cards?
How do I set up a payment type for checks?
How do I set up a payment type for cash?
How do I set up a payment type for money orders?
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How do I add a payment type?
Set up a payment type to receive payments for cash, check, money order, credit card, and electronic checks. Based on the payment type, you can choose options to make it easier for the cash receipting clerk to enter the customer's payment information. ...How do I add the User ID, payment type, or payor to the payment description?
You can set up a category code to add the User ID of the user entering the payment, the payment type, and the payor's name to the payment description on a payment entry. Connect will include the payment description along with the transaction ...How do I add the User ID, payment type, or payor to the payment description?
You can set up a category code to add the User ID of the user entering the payment, the payment type, and the payor's name to the payment description on a payment entry. Connect will include the payment description along with the transaction ...How do I add the User ID, payment type, or payor to the payment description?
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Set up a payment type to accept credit card payments to a utility qualified merchant account. Often when you use a merchant account for utility payments, the vendor will give you a discount for using a qualified merchant account. The discounted ...