Adding a payment request type

You can use the Payment Request type (alco_check_request_type) table to select a type of payment request.

  1. Click the Data tab.
  2. Select Payment Request Type and click Show Tab. The Payment Request Type screen is displayed.
  3. Click New. The Search for Payment Request Type / New Payment Request Type screen is displayed.
  4. Specify this information in the Primary Information panel:
    The name for the type of payment request. For example, Advertising or Charitable Donations.
    Payment Category
    The payment category - Freight, Goods and Services, or Tax.
    The status of the payment request. The status can be Active or Inactive.
    External Key
    A unique external ID of the payment request type, if required.
  5. Specify this information in the Additional Information panel:
    Additional payment type-specific instructions displayed to the users, if any.
  6. Click Add in the Membership section, if required, and add the data groups.
  7. Click Save to add the type of payment request and save the data.