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Add a payment type

Add a payment type

  1. Go to the Configuration menu → System Values: Advanced → Payment Types.

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  2. Click the Add button on top of the Payment Types table. You will be directed to the Add Payment Type page.

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  3. In the Name field, provide the name of the new payment type.

  4. (Optional, e-invoicing-related) In the Payment Type Code field, enter the code according to the Peppol standard (for example, 30 for Bank Transfer). For details, see Configure the automatic creation of XML invoice files for Peppol BIS Billing 3.0 e-invoicing standard.

  5. Decide whether this payment type should be Active and thus selectable.

  6. Decide whether this payment type should be marked as a Preferred Item and thus appear on top of the drop-down lists.

  7. Decide whether this payment type should be a Default one.

  8. Click the Save button. Two additional sections appear.

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  9. In the New Custom Field Name section, provide the name of the field that is required for this payment type and click the Add button. This new field will appear in the Custom Fields section above.

  10. Add all necessary custom fields (e.g., account number, contact details). Use the icons to set the order of the custom fields.

  11. Click the Save button.