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Payment Types Configuration Example

Last Updated: Nov 24, 2020

Summary

Payment types are the methods that an account can use to make payments. This guide will provide an example on how to add a 'Check' offline payment type in the LogiSense Billing application.

Offline payment types are used to record payments in the application, they do not trigger payment processing through a gateway when they are used to make a payment.

Payment types that go through a payment gateway are added automatically when the payment gateway is configured, you do not need to configure these online payment types. See the Payment Gateway Configuration Example for instructions on how to configure a gateway.

Prerequisites

  • Payment types can be setup immediately, there are no prerequisite configuration steps

Configuration Steps

  1. Log into the LogiSense Billing Application

  2. Navigate to Setup / Users & Accounts / Owner / Configuration

  3. Select the Payment Types option on the left

  4. In the Edit Owner Configuration Payment Types section click the (emoji) to the right of the Payment Types tab

  5. On the Add Payment Type modal that loads give the payment type a Name, and enable the Active checkbox. Optionally you can assign a GL Code to the type and a Description

  6. Click Add on the Add Payment Type modal and the payment type will be staged for addition (listed in orange with the other payment types)

  7. Click Save and the Check payment type will be added as an active payment type of Payment Type ‘Cash’

Result

The custom payment type ‘Check’ can now be used to record a payment on an account.

Account / Billing / Payment

Next Steps

  • Owner Configuration Optional Steps:

    • Optional: if you need to integrate the LogiSense Billing application with an external payment gateway you can do so now or at a later time. See the Payment Gateway Configuration Example for instructions on how to configure a gateway

  • SMTP Settings Optional Steps:

    • Optional: SMTP settings allow the system to send emails. New users cannot be emailed with a link to setup their passwords until SMTP settings are configured. This step does not need to be completed until you are ready to setup new users. See the SMTP Settings Configuration Example for instructions on how to setup and test SMTP Settings

  • Users and Roles Optional Steps:

    • Optional: Users and roles define who can access the system and what they can access. See the Role Group Configuration Example article as a starting point for setting up users and roles

  • Account Settings Required Steps:

    • Account types, statuses and contacts need to be configured before proceeding to other required steps. See the Account Types Configuration Example article to start setting up the required account settings