Financial Settings


 

Edit Payment Types

 

Overview

Payment Types in CivicRec categorize forms of payment for every transaction, such as scholarships, cash, check, department credit, etc. Some payment types may not be viewable on your CivicRec public website, so you can only access them internally. See our article Types of Payment Accounts.

This article will show you how to edit an existing Payment Type.

 

Instructions

  1. Navigate to Configurations > Financial Settings > Payment Types
    configuration_financial_settings_payment_types.jpg

  2. Click the Edit tool (pencil icon) next to the Payment Type you want to modify
    select_edit_next_to_desired_payment_type.jpg

  3. Make edits
    make_edits_to_the_payment_type.jpg
    • Description: Brief description of Payment Type
    • GL Code: Select a GL (General Ledger) code
    • User Credit?: Indicates Yes/No; contact Support to turn on/off
    • Is Gift Card?: Indicates Yes/No; contact Support to turn on/off
    • Surcharge ($): Dollar amount for surcharges
    • Surcharge (%): Percent amount for surcharges
    • Min. Surcharge: Enter a minimum dollar amount for surcharges
    • Applies Over: Surcharge is applied if the charge to payment type is at least this amount
    • Surcharge GL Code: Select the GL code for surcharges
    • Surcharge In-House: Applies an in-house surcharge
    • Surcharge Online: Applies an online surcharge
    • Hide In-House: Disables offline/in-house processing of credit/debit payment types
    • Hide From List: Hide this payment type from the list of options on the payment screen
    • Valid Refund Type: Select to enable a Valid Refund Type
    • Cash Receipt Type: Select to enable a Cash Receipt Type
    • Use Quick Pay: Select to use QuickPay
      • Note: Does not apply to cash or credit/debit.
    • Credit Card Types: Choose from Visa, Mastercard, American Express, or Discover
    • Is Scholarship: Designate this payment type to be assignable to scholarships. Once set, this cannot be undone.

  4. Select Save Payment Type
    select_save_payment_plan.jpg



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