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Applying Accounting References to Payment Types

Once you have added your accounting references to the system you will need to apply a reference to each payment type. You can use the same reference for multiple types or have a seperate accounting reference for each type. For example, Credit Card Receivable or Visa Receivable and Mastercard Receivable.

  1. Click Admin
  2. Click Payment Types

  3. Select the Category of Payment Types you are editing.

  4. Highlight the Payment Type and click Edit Payment Type.

  5. Select the Accounting Reference # from the drop-down. 

  6. Click OK

Once the payment type has an accounting reference applied, it will appear in the list as well. Continue this process until all of your payment types have been assigned an accounting reference.