Fortix SystemsFortix Freedom Business Systems FinanceCreate Payment Types/Options Picklist

Create Payment Types/Options Picklist

Fortix systems have Picklists which are selection lists used to populate the Payments Types/Options data input field in Projects with one of a number of predefined values. This article explains how to create a Payments Types/Options Picklist.

 

Click Payment Types/Options tab under FINANCE section in the Picklist page.

The Picklists - Payment Types/Options page opens with a list of Payment Types/Options. Click Add New to Add another Payment Types/Options.

The address bar link is : /?payment_types

Add the new Payment Types/Options Name, Account Name in General Ledger. Click the down arrow in the Xero Account field and select which general ledger account this will be linked to.

Click SAVE to commit the changes to the system.

Payment Types/Options can be Edited by clicking on the underlined Payment Types/Options. Click Delete at the end of the row to Remove the Payment Types/Options.

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