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  • Payment Type: Enter the label for your payment type. 
  • Type: These types are currently hard coded into the system. 
  • Require Payment Info: Check this box if you would like to capture additional information regarding the payment. For e.g. You want to check this box for a payment type of credit card so users can capture the last 4 digits of the credit card when making a payment.
  • Standard Code:  Set up standard code for the type of transaction if you need those codes for accounting or other reports.

To add a new payment type, click on the Add button. Enter a name for your payment type, then select a type from the drop down provided. Check the Require Payment Info box if you would like to capture additional information regarding the payment. For e.g. You want to check this box for a payment type of credit card so users can capture the last 4 digits of the credit card when making a payment. Once you enter all the information click Save.

Adjustment Type Setup

Define adjustment types for your facility. 

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