Setting Up Payment Types

Use payment types to determine how a transaction was paid and if the partner who created the transaction should be reimbursed.

To set up a payment type:

  1. Open the Payment Types form.
  2. Specify this information:
    Payment Type
    Specify a code for the payment type that is used. Specify a description for the type of payment.
    Vendor
    Select the vendor to use if the partner will not be reimbursed and a voucher needs to be created.
    Reimburse Partner
    Select this check box if the partner is to be reimbursed.
  3. Save the record.
Related topics
Using SROs to Track Service Requests, Transactions, and Billing