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Creating a payment type

When you want to create a new payment type to your business, follow the below instructions.

How do I do it?

1. Select Settings. A Settings screen is displayed. Select Payment types under Organization


Note: The Payment type screen can be accessed in ios app like below

2. A Payment types screen is displayed. Select Add payment type

3. An Add payment type screen is displayed
  • The Add payment type section, has fields Name and Type
  • In the Name field, enter the name of the new payment type
  • In the Type field, select the desired payment type from the drop down list. You can create new payment mode for Cash, Card or coupon


    • 4. Select Save, to create the new payment type
    Note: The Status of the Payment type created is set, Active by default.

    Editing a payment type

    1. Select Settings. A Settings screen is displayed. Select Payment types under Organization


    Note: The Payment type screen can be accessed in ios app like below

    2. A Payment types screen is displayed. Select Edit

    3. An Edit payment type screen is displayed
  • The Edit payment type section, has fields Name and Type
  • In the Name field, enter the name of the new payment type
  • In the Type field, select the desired payment type from the drop down list. You can create new payment mode for Cash, Card or coupon
  • The Status field, is Active by default. Click to change the status as Inactive


    • 4. Select Update, to save the edited payment type
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