Introduction

You can configure the Payment type field for a request type in this page. This field is presented as a drop-down list in a request and is used to record the method for making or receiving payment. Users can select one of the four predefined payment type options in a request.

Description

The following describes only the settings specific for the Payment type field. For more information on the menu path, roles and rights, buttons, and other settings available in most request fields, see Customizing Request Type Fields (Main Document).

• Search keyword: Type "payment type" in the Name box and click Refresh. Click the Payment type field to add and configure the field in the request type.
• Automatic label: In a generated request form, the automatic label is "Payment type".

Default section

Default

Select Bank account 1, Account 2, Cash, or Credit card to set this as the preselected option when the request is being created.

Note: The option Account 2 is shown as Bank account 2 in a request using this field.

Related document

• Customizing Request Type Fields (Main Document)