System Management > Payment Types
The Payment Types page allows administrators to manage Payment Types within the Framework as they relate to promise to pay. When a user runs the promise to pay workflow step on a person/account, they are presented with a payment method drop down. The Payment Types page manages this drop down. The following columns display on the Payment Types page:
| Column Name | Description |
| Code | Displays the assigned code of the payment type. |
| Description | Displays the description of the payment type. This is what appears to users in the Framework. |
| Active | If checked, the payment type is active and available to users. |
| System | If checked, the payment type is labeled as “System.” Any system payment types cannot be deleted or completely edited. Only the promise delay can be changed. |
| Promise Delay | Indicates the promise delay, in days, for the payment type. |
From this page, administrators can create payment types, copy existing payment types, edit existing payment types and delete payment types.
Creating a Payment Type
- Click Create. The Create New Payment Type screen appears.
- Enter in a code for the payment type. This is a required field.
- Enter in a description for the payment type. This is what appears to the user when taking a promise to pay.
- To make the payment type active, click the Active checkbox.
- Enter in an amount, in days, for the promise delay. The Promise Delay settings can be configured based upon the Payment type. By entering a delay (in days) for a specific payment type, a Promise Payment is not considered broken until after the specified number of days following the Promise Due Date.
- When finished, click Save or Save and Close to save the new payment type and return to the Payment Types page. The new payment type populates and is now available to users that run the promise to pay workflow step. Click Cancel to return without saving.
Copying a Payment Type
- Highlight the payment type that is to be copied.
- Click Copy. The Copy Payment Type screen appears.
- Make any necessary changes to the new payment type making sure the Code value does not match any other code.
- When finished, click Save or Save and Close to save the new payment type and return to the Payment Types page. The new payment type populates and is now available to users that run the promise to pay workflow step. Click Cancel to return without saving.
Editing a Payment Type
- Highlight the payment type that is to be edited.
- Click Edit. The Edit Payment Type screen appears.
- Make any necessary changes to the payment type.
- When finished, click Save or Save and Close to save the payment type and return to the Payment Types page. Click Cancel to return without saving.
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System payment types cannot be edited. The only field that can be changed if editing a system payment type is the Promise Delay setting. |
Deleting a Payment Type
- Highlight the payment type that is to be deleted.
- Click Delete.
- A confirmation message appears. Click Yes to delete the payment type. Click No to return to the Payment Types page without deleting.
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System payment types cannot be deleted. |