Payment Items

Configuration > Accounting > Payment Items

Payment Items is used to document types of Customer and Account payments.

1. Search - search by name or payment method

2. Include Inactive - check to include inactivated items

3. Reset - click to reset search parameters

4. Add New Payment Item - click to add a new payment item. See Step 9 for details.

5. Name - click to sort by name

6. Payment Method - click to sort by payment method

7. Account - click to sort by account

8. Active - click to sort by active status

9. Pencil - click to edit item
   

1. Name - enter payment item name

2. Payment Method - select payment method (Balance Transfer, Bank Payment, Cash Payment, Cash Refund, Check, Check Refund, Credit Card, Credit Card Refund, General Ledger, Non-Cash Adjustment, Online Payment, Prepaid Account)

3. Account - select the account

4. Available for Account Transaction - check to make this payment item available for account transactions

5. Available for Customer Payment Transaction - check to make this payment item available for customer payments

6. Active - toggle active status

7. Cancel - click to return to the previous screen without saving changes

8. Save - click to save changes

10. < > - click to scroll through pages

Default Payment Items

Name	Payment Method	Account
Balance Adjustment	Non-Cash Adjustment	Prepaid Account Adjustments
Balance Transfer	Balance Transfer	Prepaid Account Adjustments
Cash	Cash Payment	Undeposited Funds
Check	Check	Undeposited Funds
Credit Card	Credit Card	Undeposited Funds
Credit Memo	Credit Memo	Undeposited Funds
External Payment	External Payment	Undeposited Funds
Imported Account Payment	Prepaid Account	Deferred Revenue (PPD)
Family Portal Account Payment	Prepaid Account	Deferred Revenue (PPD)
Online Payment	Online Payment	Electronic Funds
Prepaid Account	Prepaid Account	Deferred Revenue (PPD)
Refund	Cash Refund	Undeposited Funds