Payment Type Creation

For all kinds of payments, you can specify what forms of payments you will accept. 

In this section of the manual, you will know how to create a payment type.

The following steps need to be followed for creating a payment type on new UI:

1. Log-in to the instance with the user Id and password and you will land on the below screen.

Open

2. Click on ‘Organization’ option under ‘Admin Home’, you will see various options as shown below. Then click on ‘Payment Types’.

Open

3. Once you click on ‘Payment Types’, you will see the below screen. Click on ‘Create’ button to create a payment type.

4. Once you click on ‘Create’ button, you will see the below screen. Fill all the mandatory fields as required. Finally click on ‘Create’ button to proceed.

5. Once you click on ‘Create’ button, you will see a pop-up message as shown below which confirms that your payment type has been successfully created.

6. When you click on the three dots along the same row of newly created payment type, you will also get options to edit/update and delete the payment type created by you as shown below.