Customer Payment Types
Requires. Administration Page; Customer Payment Types with Create, Modify, or Delete for changes.
The catalog of payment methods your company accepts. Each method gets picked when recording a payment, a refund, or setting up a recurring billing method on a customer.
Getting here
- From Admin → Catalogs, click Customer Payment Types.
- Or go directly to
https://portal.securitytrax.com/acme/admin/cms/customer-payment-types.
Edit form
| Field | Required? | Type | Validation | Notes |
|---|---|---|---|---|
| Name | Yes | Text | 1–255 chars, unique | "Credit Card", "ACH", "Check", etc. |
| Category | Yes | Select | Card / Bank / Cash / Other | Drives which fields the payment form shows (card number vs. routing/account vs. neither). |
| Requires processor | No | Checkbox | — | When checked, payments of this type must go through a configured payment processor integration. |
| Status | Yes | Select | Active / Inactive | Inactive types stay on historical payments but don't appear on new ones. |
Related
- Payments — the company-wide list of payments grouped by type.
- Refund Receipts — the refund types mirror the payment types.