Edition: Professional, Business, Enterprise
User-level: Assistant Administrator, System Administrator
Previous steps: N/A
Payment types are used to define how an invoice should be paid in Synergy. You can have multiple Payment types and set a default Payment type to be used when entering invoice payments.
This article will detail the following information around Payment types:
The Payment Types list
From Side Navigation, click Organisation Menu > Organisation Settings > Projects > Payment Types
Add Payment type
You can add as many new Payment types as needed for your business. To add a new payment type, follow the steps below:
From the Payment Types list, click the 'Add' button in the top-right corner.
Type a 'description' for the payment type. e.g. cash, credit card, or PayPal.
(Optional) choose whether this payment type will be default or not. If set as default, this will be the first option selected when adding payments to invoices.
Click Add.
Delete a Payment type
You can only delete a Payment type that has not been used in any staff, cash or travel expenses or in any bills/invoices. If the Payment type has been used, then it cannot be deleted, and will need to be made inactive to stop future use of the item.
To delete a Payment type:
From the Payment Types list, click the row action menu of a payment type and click Delete.
Mark a payment type as inactive
If you have already used a Payment type, but it is no longer needed for your organisation, then you can mark it as inactive. This will keep the Payment type in your organisation but remove it from the main active list and prevent it.
To mark a Payment type as not active:
From the Payment Types list, click the edit icon for the payment type.
Click the checkbox under Active to mark it as inactive.
Click the green tick to save the change.
Edit an existing Payment type
Update an existing Payment type to change the description, or set a new item as the default. Changing the description will update all historical data to the new payment type name.
From the Payment Types list, click edit icon for the payment type.
Update the Payment type description, or mark the type as the default item if required.
Click the green tick to save the changes.
Search and filter the list
To help manage your list of payment types, you can use the search or filter options to limit the number of rows shown in the list.
Search
How to search in Payment Types:
From the Payment Types list, click into the 'Search' text box.
Type your keyword for searching, and press Enter on your keyboard.
The list of payment types will be filtered to show only those that have a matching term in the description.
To clear the search, remove the term from the search bar and press enter to run the blank search.
Filter
How to filter Payment Types:
Click the filter icon next to search to open the Filter panel.
By default the list will be filtered to show only Active payment types. You have the option to set a different default filter for your access.
To change the filter - expand the filter list using the arrow on the right hand side.
Now you can move the radio button to different options (All, Active, Inactive).
To remove the filter - You can either click the x in the Green bubble, or click the - near the filter by name.
Active - the default list filter that shows the items that can be used.
Inactive - see the items that can no longer be used, and are only shown when still linked to existing records.
All - see both active and inactive items in the list.
Sample payment types
Sample payment types come with each new organisation. You can delete or make any payment types inactive that you do not require.
Payment types
Cash
Cheque
Credit Card
Other
PayPal
Electronic funds transfer
Where to next?
What other features does this relate to?