Adding Payment Credits

The Section: Adding Payment Credits section explains how to add payment credits to company accounts in the system.

Overview: Payment Credits

Payment credits allow you to add funds to company accounts in the system. This feature is essential for maintaining payment balances and facilitating transactions within the application.

Steps: Adding Payment Credits

Step 1: Locate the Add Payment Credit Button

Find the “Add Payment Credit” button in the Payments interface.

Location of the Add Payment Credit button

Step 2: Access the Add Payment Credit Form

After clicking the Add Payment Credit button, you’ll see the payment credit form.

The Add Payment Credit form

Note

All fields in the Add Payment Credit form are required.

All fields are required in the Add Payment Credit form

Step 3: Select Company Type

Choose the appropriate company type from the dropdown menu.

Selecting the company type in the Add Payment Credit form

Step 4: Select Company Account

Select the specific company account to which you want to add the payment credit.

Selecting the company account in the Add Payment Credit form

Step 5: Select Payment Type

Choose the appropriate payment type from the available options.

Selecting the payment type in the Add Payment Credit form

Step 6: Fill Out Fields and Save

Complete all the required fields in the form and click the Save button to add the payment credit.

Filling out the fields and clicking Save to complete the process

Summary

The process of adding payment credits involves:

1. Accessing the Add Payment Credit form

2. Selecting the company type and account

3. Choosing the payment type

4. Completing all required fields

5. Saving the payment credit information

This functionality allows administrators to manage company account balances effectively within the system.