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.
Written by Annukka Matilainen
Updated at September 26th, 2024
- Release Notes
- Newly Released Features
- Getting Started
- Roles & Permissions
- Manifests
- Order Management
- Automations
- Employee Management
- Customer Management
- Customer Portal
- Stock Management
- Part Requests
- Price Lists
- Invoicing
- Reporting
- Custom Fields
- Integrations
- GSX
- Shipments
- Service Contracts
- Configuring Your Environment
- Incoming Part Allocation
- Appointment Booking
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.
