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Payment types

VETtrak offers four basic payment types by default:

  1. Cash;
  2. Cheque;
  3. Credit Card; and
  4. EFT.

Other payment types can be added, but must be categorised as one of the four main types.

Open the Configuration Manager by choosing Manage > Configuration from the menus.The Configuration Manager displays an alphabetically ordered explorer tree.

 

Adding a new Payment type

  • Right-click Payment type and choose Add new payment type.

This will open the Payment Type Wizard:

  • Enter a Payment type name.
  • Optionally, enter a Code for the payment type.
  • Select the applicable Payment type from the drop-down menu.
  • Tick the Set this payment type as the default for web based payment processing if required.
  • Do not make this payment type available for use (it is in-active) indicates if the payment type should be archived. If ticked, the payment type will be added/moved to the Archived payment types branch.
  • Optionally provide a Description for the payment type.
  • Click Next and then Finish.

 

Editing an existing Payment type

  • Expand Payment types.
  • Right-click the type and choose Edit payment type.

This will open the Payment Type Wizard, where you can make changes.

 

Deleting a Payment type

  • Expand Payment types.
  • Right-click the type and choose Delete payment type.
  • Click Yes when asked to confirm the delete.

If an error occurs, the payment type has likely been used previously and is included in historical data. In this case, you will need to archive the code to remove it from active use.

 

Viewing the payment type report

This report lists all of the payment types, including those that are archived.

  • Right-click Payment types and choose Show payment type report.

The report will be displayed in a new tab/window.

 

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