You can customize the Accounts Module within your Operate system by going to Settings > Customize > Accounts Receivable.

Here is where you can manage Accounts Receivable Payment Types; as wel as Credit Card Options.

Customizing Accounts Receivable Payment Types

To customize payment types, select Accounts Receivable Payment Types. Here is where you will find a list of pre-existing payment types; which you can edit, and where you can add new ones.

The following payment types are pre-configured within Operate:

  • Cash
  • Cheque
  • Bank Transfer
  • Credit Card
  • Standing Order
  • Direct Debit
  • Offset
  • Retainer Return
  • Forfeit
  • Opening Balance

Click New, at the top of the list to create a new payment type. Click Save to complete adding your payment method.

Use the Pencil icon next to each payment type to edit it or the red “x” to delete it.

Use the Export button to download the list in .csv format for use with external applications.

Customizing Credit Card Options

To customize your Credit Card Options, select the corresponding section under Settings > Customize > Accounts Receivable.

The predefined credit cards are:

  • Mastercard
  • Visa
  • Amex
  • Visa Electron
  • Visa Delta
  • Switch

Click New, at the top of the list to create a new payment type.

Use the Pencil icon next to each payment type to edit it or the red “x” to delete it.

Use the Export button to download the list in .csv format for use with external applications.

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