What it is
Catalogue of the payment means category: cash, card, bank transfer, Bizum, Stripe and so on.
The Type is WHAT the customer pays with. The Terms are WHEN they pay.
What it is for
- Classifying the payment means your company accepts (Cash, Card, Bank transfer, Cheque and so on).
- Keeping a short, reusable list you can assign to invoices and payments.
- Defining the company default payment type (set in the invoicing settings, not here).
Fields on the record
| Field | Type | What it is for |
|---|---|---|
| Name | Text | What the type is called (for example "Cash", "Card", "Bank transfer", "Bizum", "Stripe"). |
A very simple catalogue: the name and nothing else.
Buttons and actions — what each one does
Use the exact wording you see on screen when you ask "what does button X do?".
On the payment type list
| Button / Control (wording on screen) | What it does |
|---|---|
| Add | Opens the modal to create a new payment type. |
| Duplicate | Duplicates the selected payment type and adds it to the list. It asks you to confirm in a modal. |
| Delete | Deletes the selected payment type once you confirm in the deletion modal. |
| Import / Export | Opens a modal to import payment types from a file or export the current list. |
| ID | Table column showing the unique identifier of each payment type. |
| Name | Table column showing the name of the payment type; it lets you sort the list. |
| Cancel | Closes the payment type list and takes you back to the main settings. |
On the add / edit modal
| Button / Control (wording on screen) | What it does |
|---|---|
| Payment type (icon) | Icon that identifies the module in the modal header. |
| Name | Text field where you type the name of the payment type. It is mandatory. |
| Save | Saves the payment type to the database. It is disabled if the form has no changes or is not valid. |
| Cancel | Closes the modal without saving any changes. |
The same modal is used to create a new type and to edit an existing one.
Key concepts
- Payment type: the category or means of payment you set up to classify the ways you get paid (for example Cash, Card, Bank transfer, Cheque). It is identified by a unique Name.
- ID: unique numeric identifier that the system assigns automatically to each payment type. It uses it internally as a reference; you never type it.
- Name: text label describing the payment type (for example "Credit card", "Bank transfer"). A mandatory field, unique within your own settings.
How the default is set
The default is set in Company → Billing address → Default parameters → Payment type.
Permissions
- Requires
payType_edit.
Frequently asked questions
Q: How do I create a new payment type?
A: Click Add. The modal opens: type the Name (for example "Bizum") and click Save. If you leave the name empty, the Save button stays disabled.
Q: How do I edit the name of an existing payment type?
A: Open the payment type from the list, change the Name in the modal and click Save. It is the same modal you use to create one.
Q: What does the "Duplicate" button do?
A: It creates a copy of the selected payment type and adds it to the list. It asks you to confirm first. Useful when you want to start from a similar one and only change the name.
Q: How do I delete a payment type?
A: Select it and click Delete. Confirm in the deletion modal. The action removes the type from the list.
Q: What is "Import / Export" for?
A: It opens a modal to import payment types from a file or export the current list. Use it to move your catalogue between settings or to back it up.
Q: What is the "ID" shown in the table?
A: It is the unique numeric identifier the system assigns to each payment type on its own. You do not type it; it is used as an internal reference.
Q: I left the catalogue by mistake. How do I get back to the settings?
A: The Cancel button on the list closes the payment types and takes you back to the main settings.
Q: Why can I only enter the name and nothing else?
A: The payment type is a classification label; its only field is the Name. If you need extra details about the payment means (account numbers, Stripe identifiers and so on), use the notes field on the customer or on the invoice.
Q: What is the difference with Payment method?
A: The Type is the general category (Card). The Method is the fine detail (Visa Business card, Stripe terminal X). Many organisations use only one of the two.