Create Credit Card Type
How to Create Credit Card Type in SwilERP Software
Uses of Credit Card in SwilERP
A credit card type defines the name of your payment mode. Users can select the credit card method while doing payments and receipt entries via SwilERP software. In SwilERP, if a user wants to make the payment/receipt entry by credit card, they must create a credit card group (i.e. payment mode). Users can easily create credit card types during the creation of retail sales invoice. You can find this option in payment details section of retail invoice.
Start with login in SwilERP dashboard to initiate the process
- Go to the Sales Menu> Retail Invoice Section.
- After that, a new window of Retail Sales Invoice will appear in the next slide.
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Process of Create Credit Card Type
- In the sales invoice section go to the Payment Details option.
- Tick mark on the Card/UPI option.
- Then, in the Card Type column click on the New option &b press Enter.
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- A new pop up window of Credit Card Type will appear in the next slide.
- Enter Credit Card Type name which you want to create.
- Select the Account name in which posting will be done.
- Either we can create a new account or select an existing one accordingly. (you can also call account name as the Ledger account)
- Enter the details in Assembly , Class , Method , Parameter columns, if required.
- Tick-Mark on the Show Detail in Report at your convenient.
- Click on the Save option.
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- After that, you will see created Master Card in the payment details window.
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