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Offline payment types are used to record payments in the application, they do not trigger payment processing through a gateway when they are used to make a payment.

Payment types that go through a payment gateway are added automatically when the payment gateway is configured. See the Payment Gateway Configuration Example for instructions on how to configure a gateway.

Configuration Steps

  1. Log into the LogiSense Billing Application

  2. Navigate to Setup / Users & Accounts / Owner / Configuration

  3. Select the Payment Types option on the left

  4. In the Edit Owner Configuration Payment Types section click the (blue star) to the right of the Payment Types tab

  5. On the Add Payment Type modal that loads give the payment type a Name, and enable it. Optionally you can assign a GL Code to the type and a description

  6. Click Add on the Add Payment Type modal and the payment type will be staged for addition (listed in orange with the other payment types)

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  7. Click Save and the Check payment type will be added as an active payment type of Payment Type ‘Cash’

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Result

The custom payment type ‘Check’ can now be used to record a payment on an account.

Account / Billing / Payment screen

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Next Steps

  • Optional: if you need to integrate the LogiSense Billing application with an external payment gateway you can do so. See the Payment Gateway Configuration Example for instructions on how to configure a gateway. This step is not an essential base configuration step and can be performed at a later time if desired

  • When you have finished reviewing/adjusting owner settings you will need to configure users and roles in the system. See the User & Role Configuration Examples article for guides