Payment and Receipt Methods
List of payment and receipt types:
Payment types available for selection in the ‘payment’ screen:
Receipt types are available in the Create New Receipt screen:
Some of the payment types are available in the bank reconciliation screen:
Create a new receipt or payment type
| Field Name | Description |
|---|---|
| Is Active | When marked, it is available for use |
| Default Number | Enter a default number if you want a default number for the payment/receipt reference |
| Number can contain numbers | Select this if the reference number can contain numbers |
| Use on payments? | When marked, it is available for payments |
| Use on transfers? | When marked, it is available for transfers |
| If more then .... days apart, do not reconcile | Add the number of days you want if you don’t want the transaction automatically selected in an uploaded bank statement (I think) |