PAYMENT AND TRANSACTION TYPE

PAYMENT TYPE

PAYMENT TYPE IS AN ATTRIBUTE WHICH IS USED WHILE TENDERING OR SETTLING THE PAYMENT OF A BILL. PAYMENT TYPE VARIES FROM CASH, CARD, AND VOUCHER ETC...

TRANSACTION TYPE

IN TRANSACTION TYPE ALL THE ATTRIBUTE WHICH IS ASSOCIATED WITH A BILL TRANSACTION IS DEFINED, RIGHT FROM TAX’S, ROUND OFF, DISCOUNT’S ARE DEFINED HERE.

 
CREATE OR EDIT PAYMENT TYPE

STEP 1: Go to CONNECT --> MASTER --> PAYMENT TYPE. The Page displays all the Payment Types. 

 

NOTE: From this Page, you will be able to export the Payment Type or Edit or Create the Payment Type.

STEP 2: To Create a New Payment Type. Just click CREATE PAYMENT TYPE on the Top right and the following screen appears. NAME and ACCOUNT CODE are made as Mandatory fields. After entering the data, you can click SAVE. 

 

STEP 3: Just in case, if you want to edit the Payment Type, you can go STEP 1 and Click on Actions button. You can click the Edit button  to edit

CREATE OR UPDATE TRANSACTION TYPE

STEP 1: Go to CONNECT --> MASTER --> TRANSACTION TYPE. The Page displays all the Transaction Types. 

NOTE: From this Page, you will be able to export the Transaction Type or Edit or Create the Transaction Type.

STEP 2: To Create the New Transaction Type. Just click CREATE TRANSACTION TYPE on the Top right and the following screen appears. NAME and ACCOUNT CODE are made Mandatory fields. After entering the data, you can click SAVE

NOTE: If the created attribute belongs to the Tax Transaction Type then tick on the Tax.

 

STEP 3: Just in case, if you want to edit the Transaction Type, you can go STEP 1 and Click Actions and you can click Edit button to modify

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