How do I setup Payment Types?
This article is a step-by-step guide to help Administrators set up any Payment Types that are required for your business.
Table of Contents
- Using an Administrator account, from the Fixably Home Screen, select your User Namemenu and then click System Settings.
- From the Settings Menu, click Payment Types.
- Fixably has built-in Payment Types that cover many everyday business needs.
Creating Payment Types
- Click the New Payment Type button.
- Enter the Name.
- Specify the appropriate Ledger Code
- Set the Category.
- If this Payment Type is associated with a Payment Terminal (for example, Stripe or Moneris), click the Use Payment Terminals checkbox.
- You can specify a Custom Printout Title if required.
- Enter your Printout Title if the above box is checked.
- When complete, click Save.
Editing Payment Type
- To modify an existing Payment Type, click the Gear menu and then select Edit.
- Edit any information as required.
- When complete, click Save.
- You can restore a Payment Type to its original settings by clicking the Default button.
- You can also Disable a Payment Type if required.