Account > Payment type (Used in Expenses and Invoices modules only) Modify | Delete "Payment type" is an optional feature which allows you to indicate in a Receipt or Expense timebill the means by which an expense was paid. Items in the pre-set list include cash, check, several major credit cards, and "paid by company." You can add as many payment types as you want, and you modify the list at any time. To create a new Payment Type: 1. Click on the Account tab. 2. Click on the "Create..." drop-down menu and select "Payment type." 3. Enter the name of the payment type you want to add. 4. Click on "Save." To modify a Payment Type: 1. Click on the Account tab. 2. Click on the "Payment type" link. 3. Click on the name of the payment type you want to change. 4. Make your changes in the "Edit - [Name of payment type]" dialog. 5. Click on "Save." To delete a Payment Type: 1. Click on the Account tab. 2. Click on the "Payment type" link. 3. Click on the name of the payment type you want to delete. 4. Click on the "Delete" button in the "Edit - [Name of payment type]" dialog. Note: You cannot delete a payment type that has transactions assigned to it (and the "Delete" button will not show up on the bottom of the "Edit - [Name of payment type]" dialog). To delete such a payment type, you must return to the relevant expense receipt(s) or expense timebill(s) and reassign the transaction(s) to a different payment type (or to no payment type at all). You can choose to inactivate a payment type by unchecking the "Active payment type" box, and then clicking "Save." This will prevent that payment type from showing up in the drop-down "Select payment type" menu, and will enable you to filter it out of your active payment type list.