Skip to main content

Location Builder - Payment Types

How to create and manage your list of payment types

Written by Stephen O'Hara

Payment types can be created and managed within the Customize> Location Builder (BPro Settings) page.

Click on your company name to edit your settings.

Click on the Payment Types page. Here you will see all of the available payment types listed. Click the New Payment Type button to add a new one.

Once you name and save your new payment type, it will be created and set as active.

It will be now be available to select in your payment types list when accepting payments.

You can edit any of your payment types to rename or deactivate them. Inactive payment types are hidden when accepting payments.

*If you have QuickBooks integrated with BPro, you will need to ensure you have the same payment type names listed in your QB account. Here's how to create payment types in QuickBooks.

Did this answer your question?