Customizable Class Management

Payment Status Types are used to track payment status when adding a payment to an account. For example: Pending, Received and Processed.

To add or edit Payment Status Types

1. On the administration menu, select Lookups, select General, and then click Payment Status Types.
   The Payment Status Types page displays.

2. Do one of the following:

   • To add a new type, click Add new item...
     The Add Item page displays.

   • To edit an existing type, click the Edit button next to the type you want to edit.

3. Select the Active check-box to make the type available, or clear the check-box to make the type inactive.

4. In the Description box, type the descriptive name of the payment status type. For example: Pending.

5. Click the Save and Return button to save the new type and return to the Payment Status Types list.

To delete a Payment Status Type

1. On the administration menu, select Lookups, select General, and then click Payment Status Types.

2. Click the Edit button next to the type you want to delete.

3. Click the Delete button.

4. Click Yes to confirm the deletion.

       NOTE: You cannot delete a payment status type if it is currently in use.



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