Add a Payment to a Payment Plan



  • Shelby Dodge

    Is there a configuration that allows us to choose which transaction types are available to apply the payment.  In testing, we're limited to strictly credit cards and payments instead of deposits. We're needing the option for deposits as well as checks and cash transaction types.

  • Sean Tame

    Hi Shelby,

    The transaction types available are based on the Source of the transaction you are applying the payment to.  This configuration can be found in the Receivable Transaction Types master list.

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