Payment Types
Manage payment types in fleet master to define how financial transactions are processed, such as salaries, reimbursements, or vendor payments.
Viewing and Adding Payment Types
- Go to the Attributes Management section in the sidebar.
- Select Payment Types from the list of attribute categories.
- Click Add New Payment Type.
- Enter the payment type name and click Save.
Editing or Deleting Payment Types
- To edit: Click the Edit button next to a payment type, update its name, then click Save.
- To delete: Click the Delete button next to the type you want to remove.
Best Practices
- Use standardized names such as "Cash", "Bank Transfer", "Credit Card", or "Mobile Wallet".
- Avoid duplications by checking for existing entries.
- Ensure naming aligns with internal accounting and payroll systems.
Tip:
Payment Types make it easier to track financial flows, filter reports, and ensure consistency across modules.
Security Best Practice:
Limit editing or deletion of payment types to finance or admin roles to maintain accurate transaction records.