Q: I want to add four new payment transactions categories for: check received, cash received, money order received and credit card payment received. How do I add and use them?
A: You don't need to add payment transactions that already exist. If you go to Security, Transactions and browse through the transactions from the top, you'll see that there are already transactions with a type of "Customer Payment" for Cash, Money Order, Check, Deposit Check (for postdated checks held and deposited at a later date), ACH Deposit, and ACH Re-deposit. Adding a new payment transaction when one already exists will be confusing to your users. You should use the customer payment transactions that came with the software.