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 a Payment Type:

Click on the menu at the top left of WriteUpp and go to Fields under 'Settings & Tools'. Then choose Payment types from the menu:

To add a new Payment Type, click on +Add:

The 'Add Payment Type' modal will appear, where you can enter the name. Press Save when you are happy:

Your new Payment Type will then be set up, and you will be able to select it next time you pay an invoice.

To edit a Payment Type:

Go to Fields and select the Payment Types tab

Press the Pencil icon at the end of the row of the type you would like to edit:

The 'Edit Payment Type' modal will open, where you can change the name and 'Active' setting. Press Save when you have finished making changes.

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 will not be visible in this dropdown.

Updated on: 18/07/2024

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