3.0 Configuration


CivicRec
®

Financial Settings - Payment Types

Overview

“Financial Settings” takes care of all of your input preferences for Fee Add-ons, Discounts, GL Configurations, Cost Centers, Tax Types, and Payment Types.

Navigate to Configurations > Financial Settings > Payment Types

 

Payment types in CivicRec are used to categorize forms of payment for every transaction, such as, scholarships, cash, check, department credit, etc. Some payment types may not be viewable on your CivicRec public website and can only be accessed internally. Here you can create and edit custom payment types

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