Edition: Professional, Business, Enterprise
User-level: Assistant Administrator, System Administrator
Previous steps: N/A
Payment types are used to define how an invoice should be paid in Synergy. You can have multiple Payment types and set a default Payment type to be used when entering invoice payments.
This article will detail the following information around Payment types:
Add Payment type
You can add as many new Payment types as needed for your business. To add a new Payment type follow the steps below:
Go to Organisation drop down > Settings > Project lists > Payment types
Click the 'Add' button in the top right corner.
Type a 'description' for the payment type. e.g. cash, credit card, or paypal.
Check the default box and each new payment will have this type assigned by default. (Optional)
Save and close.
Delete a Payment type
You can only delete a Payment type that has not been used in any staff, cash or travel expenses or in any bills/invoices. If the Payment type has been used then it cannot be deleted, and will need to be made inactive to stop future use of the item.
To delete a Payment type:
Go to Organisation drop down > Settings > Project lists > Payment types
Click the checkbox next to the Payment type you want to delete.
Click on the grey arrow on the bottom left of the page and select 'delete'.
If you want to delete multiple Payment types then select the check boxes next to each of the Payment types and click on the grey arrow on the bottom left of the page and select 'delete'.
Mark a payment type as inactive
If you have already used a Payment type but it is no longer needed for your organisation then you can mark it as inactive. This will keep the Payment type in your organisation but remove it from the main active list and prevent it
To mark a Payment type as not active:
Go to Organisation drop down > Settings > Project lists > Payment types
Click the check box next to the Payment type you want to make inactive.
Click on the grey arrow on the bottom left of the page and select 'Set as not active'.
If you want to make multiple Payment Types inactive, then select the checkboxes next to each of the Payment types and click on the grey arrow on the bottom left of the page and select 'Set as not active'.
Edit an existing Payment type
Update an existing Payment type to change the description, or set a new item as the default. Changing the description will update all historical data to the new payment type name.
From Organisation drop down > Settings > Project lists > Payment types
Click the row you want to update, or click the 'pencil icon' on the row and select 'edit'.
Update the Payment type description, or mark the type as the default item if required.
Save and close.
Search and filter the list
Search
When a large number of items exist you can use the search or filter options to limit the number of rows shown in the list.
How to search in Payment Types:
Click into the 'Search' text box.
Type your keyword for searching, and press Enter on your keyboard.
All results with your keyword will appear.
To clear the search you can either refresh the page, or delete the keyword.
Filter
How to filter Payment Types:
Click the Funnel next to Search for the Filter panel to slide out.
By default your Filter will be set to Active. You can remove this filter, or change it.
To change the filter - expand the filter list using the arrow on the right hand side.
Now you can move the radio button to different options (All, Active, Inactive).
To remove the filter - You can either click the x in the Green bubble, or click the - near the filter by name.
Active - the default list filter that shows the items that can be used.
Inactive - see the items that can no longer be used, and are only shown when still linked to existing records.
All - see both active and inactive items in the list.
You can also Add Filter options (if Applicable to the page), Remember your filter selections, and apply filters. You also have the option to Reset filters.
Sample payment types
Sample payment types come with each new organisation. You can delete or make any payment types inactive that you do not require.
Payment types
Cash
Cheque
Credit Card
Other
PayPal
Electronic funds transfer
Where to next?
Invoices
What other features does this relate to?
N/A