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

Instructions

  1. Navigate to Configurations > Financial Settings > Payment Types
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  2. Select the edit tool on the Payment Type main page to modify an existing Payment Type
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  3. Make edits
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    • Description: Provide a brief description of the payment type
    • GL Code: Select a General Ledger Code
    • User Credit: Indicates whether or not the payment type tracks user credit on file
    • Surcharge ($): Indicate a fixed dollar surcharge
    • Surcharge (%): Indicate a percentage surcharge
    • Min. Surcharge: Indicate a minimum, fixed dollar-amount surcharge
    • Surcharge GL Code: Select a GL Code for the surcharge
    • Surcharge In-House: Select to allow surcharges to be processed in-house
    • Surcharge Online: Select to allow a surcharge to be processed online
    • Hide In-House: Disables offline/in-house processing of credit/debit payment types
      • Note: Turn this setting OFF if you use external credit card processing devices, or ON if you only process cards through CivicRec.
    • Hide From List: Hide this payment type from the list of options on the payment screen
    • Valid Refund Type: Select to indicate this payment type as a valid refund type
    • Cash Receipt Type: Select to indicate this payment type as a cash receipt type
    • Use QuickPay: Does not apply to cash or credit/debit which is always used in QuickPay
    • Credit Card Types: Applicable for Credit/Debit payment types only
  4. Select Save New Payment Type
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