Create custom payment types for manual transaction registration.
Transaction types define how a payment was received.
Use them when the default types do not cover your process.
Go to Invoices.
Click the cogwheels in the top right.
In the settings overview, open Transaction types.
Click Add.
Enter a unique code and a description.
Optionally set the type as the default.
Click Save.
Each transaction type code must be unique.
Duplicate codes can cause selection problems.
Yes.
Open the type from the overview and update it.
Remove it from the overview when you no longer need it.
It speeds up manual transaction registration.
Register a transaction on an invoice
Create an invoice scheme
Last updated 3 months ago
Was this helpful?
