Add Transaction Type and Payment Method drop-down options

Issue/Question

How do I create grants/scholarships as Transaction Types and Payment Methods?

Resolution

To create additional drop-down values for Transaction Types and Payment Methods:

1. Go to the Gear icon > Settings > General > select Drop-down Lists from the left menu.
2. Click Transaction Types in the left menu.
3. Click Add Row.
4. Add a new Transaction Type named Account Credit and set it as Credit.
5. Click Save Changes.
6. Click Payment Method in the left menu.
7. Click Add Row to add payment methods to define the credits. (Example: Groupon, Gift Certificate, Scholarship, Fundraiser, Class Credit, etc.)
8. After adding payment methods, Save Changes.

⚙️Note: User Permissions may limit access to this feature or functionality.