How do I add or customise payment types?

When you mark an invoice as paid you will need to specify how the invoice was paid, for example by:

Bank transfer
Cash
Card



You can add as many alternate payment types as you wish. You can also edit any existing ones (apart from Protected Payment Types)

To add or edit payment types click on the menu at the top left of WriteUpp and go to Fields under Settings & Tools and choose Payment types from the menu.

To add a Payment Type click on +Add:



You'll then be able to edit the name of the payment type and define whether it is active or inactive in the 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.

Updated on: 07/02/2023