Provider Settings - Payment types


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From the Main Menu | Admin | Settings | Provider, select Payment Types


From the Main Menu | Admin | Settings | Provider, select Payment types

The Payment type settings screen is used to populate a drop down list used to describe the various payment options that your Providers might prefer, for example, Cash, Credit, Invoice or Own Care



Admin | Settings | Payment types

Click once on a payment type record in settings to change it.

Creating a new payment type

Enter a description, e.g. Credit card

The account code field enables you to optionally enter a General Ledger code, for accounting purposes, from a drop down list

Enter a Short Code

The status of this payment type can be set to Active or Inactive


Where is the payment drop down list used?

  • The Provider Payment type, is a dropdown list setting on the Provider's | Finance/Prices page, which determines how the provider likes to arrange payment with you as their customer.
Using the payment type drop down list on a Departure level Accommodation record
  • The drop down list is also available on the Provider Price screen
The Provider record, showing their preferred payment type

Additionally, each Master can hold the provider's preferred payment method, on the Provider | Details tab


Master | Provider | Details | Payment type

When updating Tours from Master:

A step-down approach is used...


  • If a Master record exists - it's value will be used
  • If the Departure was created from scratch, ( as is the case with all Specials or custom tours
  • Then the value store on Provider is used.


Reporting on Payment type


The value is shown on some reports, such as:

  • the Guide Departure summary sheet, so that Guides on guided tours know what the payment arrangements are with this provider.  
Paperwork, showing the Provider's preferred payment type, if it has been specified
  • It also appears on the Creditor Payments Due report.