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Add default payment types for batches

Update your list of default payment types by adding new values to the lookup configuration, ensuring only preferred types appear when creating batches.

Written by Cristiana Ghinea

The list of available payment types does not encompass all payment types within the system. This is instead handled by a lookup, which allows you to us a smaller range of payment types as your defaults.

To edit this list:

  1. Click Admin.

  2. Click Lookups and select Lookups.

  3. Search for DefaultPaymentType.

  4. Scroll down to Lookup Values and click the plus button.

  5. Enter the exact name of the payment type you wish to add in the Value 1 field.

  6. Click Save.

After being added, the default payment type will immediately be available when creating a new batch.

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