Payment Types

During some procedures in CalybraBox you will be asked to choose a Payment Type. This could happen when creating a sales document with related invoicing.

By clicking on at the top left a side menu will appear. To access the Payment Types go to Configurations -> Personal Data -> Payment Types

You will enter into the following screen

There are usually two types of payment in the system by default. The payment options currently available are visible in the list under Payment.

It's possible to edit the types of payment already existing clicking on -> Edit or it's possible to add a new type of payment clicking on Create button.

A window like the following will pop up

• In the Description field insert the name of payment type as you want it to appear in the system.
• Payment Type choose the corresponding payment method from the drop-down menu.
• Payment Terms choose whether the payment will be made in a lump sum, in instalments or other.
• Details use this field if you want to add additional information.
• Tick the box Is Default if we want to set this type of payment as default.

To conclude the operation, click on the button Create New to save the settings and create the new payment method.