When you mark an invoice as paid you will need to specify how the invoice was paid, for example by:
Cash
Cheque
PayPal etc
You can add as many alternate payment types as you wish, and edit any existing ones (apart from protected payment types).
To add or edit payment types click on the menu at the top left and of WriteUpp go to Fields under Settings & Tools:
To add a Payment Type click on +Add:
Alternatively to change or deactivate a payment type click on the pencil icon at the end of a row:
You'll then be able to edit the name of the payment type and define whether it is active or inactive in Edit Payment Type box:
Active Payment types will appear as an option in the Payment Types dropdown when you register a payment against an invoice. Any Payment Types marked as Inactive won't be visible in this dropdown.
Cash
Cheque
PayPal etc
You can add as many alternate payment types as you wish, and edit any existing ones (apart from protected payment types).
To add or edit payment types click on the menu at the top left and of WriteUpp go to Fields under Settings & Tools:
To add a Payment Type click on +Add:
Alternatively to change or deactivate a payment type click on the pencil icon at the end of a row:You'll then be able to edit the name of the payment type and define whether it is active or inactive in Edit Payment Type box:
Active Payment types will appear as an option in the Payment Types dropdown when you register a payment against an invoice. Any Payment Types marked as Inactive won't be visible in this dropdown.
Published on: 25 / 11 / 2020