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Payment Types Configuration Example

Last Updated: Oct 22, 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' custom 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. 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

  • Optional: if you need to integrate the LogiSense Billing application with an external payment gateway you can do so. See the Payment Gateway Configuration Example for instructions on how to configure a gateway. This step is not an essential base configuration step and can be performed at a later time if desired

  • SMTP settings need to be configured so that users you setup can be emailed. See the SMTP Settings Configuration Example for instructions on how to setup and test SMTP Settings