Payment Method Types

Payment Types are used when adding a payment to an account. For example: Credit Card, Cash, Coupon, Discount, Scholarship, Prorate, and Check.

To add or edit Payment Method Types

1. On the administration menu, select Lookups, select Programs, and then click Payment Method Types.
   The Payment Method Types page displays.

2. Do one of the following:

• Click Add new item....
  The Add Item page displays.

• Click the Edit button next to the type you want to edit.
   

3. Select the Active check-box to make the type available, or clear the check-box to make the type inactive.

4. In the Description box, type the descriptive name for the payment method type.
   For example: Check.

5. Select the Revenue check-box if the payment method generates revenue for the organization.

6. Click the Save and Return button to save the new type and return to the Payment Method Types list.
    

To delete a Payment Method Type

1. On the administration menu, select Lookups, select Programs, and then click Payment Method Types.

2. Click the Edit button next to the type you want to delete.

3. Click the Delete button.

4. Click Yes to confirm the deletion.

NOTE: You cannot delete a payment method type if it is currently in use.