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Custom payment type values

This article explains how to create new payment types and configure their settings for use when adding payments.

Written by Cristiana Ghinea

If you wish to add custom payment types to your system, follow the steps below:

  1. Click Admin, then click Lookups.

  2. Select Lookups from the menu.

  3. Search for PaymentType and click it.

  4. Scroll down to Lookup Values.

  5. Click the plus icon to add a new value.

  6. Enter the name of the payment type in the Value 1 field.

  7. Enter Not Claimable in the Value 2 field if you'd like to exclude this payment time from Gift Aid claims.

  8. Enter Phone Donation in the Value 5 field for use within the calling app.

  9. Click Save to confirm your changes.

Once added you will be able use the payment type when setting up new payments.

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