Hi CnP Support,
I am adding offline cash and check payments and would like to edit the "Payment Methods" section under the "C&P Vertual Terminal" tab to include "Cash" and "Check" along with the current options of "Credit card", "eCheck", "Invoice", "Purchase Order" and "Custom Payment Type".
I know I can use "Custom Payment Type" and then enter the "Name" and "Reference Number", but when I look at my transactions listing under the "Transactions" tab, the payment type is listed as "Custom Payment Type" (no surprise here) instead of "Check" or "Cash". I would like to be able to see what the actual custom payment type is (cash or check, etc) when I look at the transactions listings under the "Transactions" tab. That way I don't actually have to open the record just to see if it was a cash or check payment.
Is there a way to add "Cash" and "Check" under "Payment Methods"? I think it makes sense as those are the two most popular payment methods in addition to what's already listed, besides the "Custom Payment Type" option....and I'd like to be able to see them in my transactions listings.
So, is it possible for me to go in and edit those fields? I have tried to find them in Setup>Customize, but have had no luck.
Thank you,
Neely
I am adding offline cash and check payments and would like to edit the "Payment Methods" section under the "C&P Vertual Terminal" tab to include "Cash" and "Check" along with the current options of "Credit card", "eCheck", "Invoice", "Purchase Order" and "Custom Payment Type".
I know I can use "Custom Payment Type" and then enter the "Name" and "Reference Number", but when I look at my transactions listing under the "Transactions" tab, the payment type is listed as "Custom Payment Type" (no surprise here) instead of "Check" or "Cash". I would like to be able to see what the actual custom payment type is (cash or check, etc) when I look at the transactions listings under the "Transactions" tab. That way I don't actually have to open the record just to see if it was a cash or check payment.
Is there a way to add "Cash" and "Check" under "Payment Methods"? I think it makes sense as those are the two most popular payment methods in addition to what's already listed, besides the "Custom Payment Type" option....and I'd like to be able to see them in my transactions listings.
So, is it possible for me to go in and edit those fields? I have tried to find them in Setup>Customize, but have had no luck.
Thank you,
Neely
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