Configure Payment Types

Payment types represent the forms of payment that your organization accepts and help track how groups pay for reservations. Common payment types include checks, credit cards, and cash.

Payment types are informational only. They do not affect event pricing, billing calculations, or invoicing. As a result, configuring payment types is optional.

After you configure payment types, you can assign a default payment type to a group. When a user creates a reservation for that group, EMS automatically displays the payment type in Reservation Wizard > Billing > Payment Type.

Configure a payment type

1. Select Configuration > Billing > Payment Types.
2. The Payment Types window opens.
3. Optional: To display all payment types regardless of status, select Inactive in Show.
4. Select New.
5. The Payment Type window opens.
6. In Payment Type, enter a name or description of up to 30 characters, including spaces.
7. To create an active payment type, leave Inactive cleared.
8. To create an inactive payment type, select Inactive.
9. Select OK.