Customer Relationship Management made simple ConvallisCRM

Maintain Payment Types

Payment types provide a simple solution to setting up how your customers pay you. Setting up payment types makes it easy to see how and when your customers have paid your invoice at the appropriate workflow step. The tutorial below will show you how to maintain your payment types.

To start click Administration, then click Maintain Lists, this will open the Maintain Lists dialogue To maintain the Payment Type, click the Payment Type row.

Maintain payment types tab

To add a new Payment Type click Add, this will open a new window where you can type in the name of your new Payment Type. Once you have finished click OK and your new Payment Type will be saved.

To delete a Payment Type click the red cross, which will open a message box to confirm the deletion, click Yes.

To edit the name click Edit button, this will open a box where you can edit the name. Click OK after editing to save the changes.

Copyright © Convallis Software Ltd 2009-2012
Privacy Policy | Usage Conditions | General Conditions