Difference between revisions of "Payment Integration"
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(Created page with "SmartSimple allows system administrators to configure certain Types to be used as payments, in order to integrate information from accounting software such as QuickBooks<s...") |
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This feature is configured on the [[Types#Type_Settings|Type Settings]] page. In this example, a {{L2}} type called "Payments" will be used to integrate with an external instance of QuickBooks. | This feature is configured on the [[Types#Type_Settings|Type Settings]] page. In this example, a {{L2}} type called "Payments" will be used to integrate with an external instance of QuickBooks. | ||
| − | Select the ''Is Payment'' option from the [[Types#Type_Settings|Type Settings]] page: | + | Select the ''Is Payment'' option from the [[Types#Type_Settings|Type Settings]] page and hit Save: |
| − | [[Image:EditTypePageIsPayment.png|link=]] | + | [[Image:EditTypePageIsPayment.png|500px|link=]] |
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| + | The ''Payment Field Mapping'' tab will appear at the top of the page: | ||
| + | |||
| + | [[Image:PaymentFieldMappingTab.png|500px|link=]] | ||
Revision as of 15:18, 3 December 2014
SmartSimple allows system administrators to configure certain Types to be used as payments, in order to integrate information from accounting software such as QuickBooksTM.
This feature is configured on the Type Settings page. In this example, a Level 2 type called "Payments" will be used to integrate with an external instance of QuickBooks.
Select the Is Payment option from the Type Settings page and hit Save:
The Payment Field Mapping tab will appear at the top of the page:
