Creating Transaction Types
Updated: 08/03/2022
Article #: 102
Setup Transaction Types
Transaction Types are labels assigned to Transactions in the system.
- Typical Types include Service, Credit, Payment, and Extra.
- Additional Types include Finance Charge, NSF Charge, and Debit & Credit Adjustment.
Setting Up a New Transaction Type
1. Select System Tools > Database Setup > Services & Transactions > Transaction Types.
2. Select 'New'.
3. Enter Name and Description.
4. Enter Charge Type.
5. Check the checkbox necessary for the Transaction.
6. 'Save'.
Editing a Transaction Type
1. Select the desired Transaction Type to Edit.
2. Select 'Edit'.
3. Update the necessary fields.
4. 'Save'.
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