Add a Payment Type

  1. On the bottom click
  2. Type in the Code
    1. the red ‘required’ indicator is removed
  3. Type in the name
    1. the red ‘required’ indicator is removed
  4. Select the Payment group, by using the drop-down
  5. Click ‘Save’
    1. The changes are saved
    2. The Payment Type is in the list (Code is greyed out, so not changeable)
    3. The save button is deactivated

Modify a Payment Type

  1. Change the Name and/or Payment Group directly in the list
    1. The save button is activated after the first change
  2. Click ‘Save’
    1. The changes are saved
    2. The save button is deactivated

Deactivating a Payment Type

  1. Click the trashcan at the end of the Payment type that needs to be deactivated
    1. The Payment Type is removed from the list
  2. Click ‘Save’
    1. The changes are saved
    2. The save button is deactivated
    3. The deactivated Payment Type is now under ‘inactive’

(Re-) activating a Payment Type

  1. Select ‘Inactive’ to display the inactive Payment Types
  2. Click the reload icon at the end of the Payment type that needs to be activated
    1. The Payment Type is removed from the list
  3. Click ‘Save’
    1. The changes are saved
    2. The save button is deactivated
    3. The activated Payment Type is now under ‘active’

Add a Payment Group

  1. On the bottom click
  2. Type in the Code
    1. the red ‘required’ indicator is removed
  3. Type in the name
    1. the red ‘required’ indicator is removed
  4. Click ‘Save’
    1. The changes are saved
    2. The Payment Group is in the list (Code is greyed out, so not changeable)
    3. The save button is deactivated

Modify a Payment Type

  1. Change the Name directly in the list
    1. The save button is activated after the first change
  2. Click ‘Save’
    1. The changes are saved
    2. The save button is deactivated

Deactivating a Payment Group

  1. Click the trashcan at the end of the Payment Group that needs to be deactivated
    1. The Payment Group is removed from the list
  2. Click ‘Save’
    1. The changes are saved
    2. The save button is deactivated
    3. The deactivated Payment Group is now under ‘inactive’

(Re-) activating a Payment Group

  1. Select ‘Inactive’ to display the inactive Payment Groups
  2. Click the reload icon at the end of the Payment Groups that needs to be activated
    1. The Payment Group is removed from the list
  3. Click ‘Save’
    1. The changes are saved
    2. The save button is deactivated
    3. The activated Payment Group is now under ‘active’

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