Learn How to Create Credit Card Type through SwilERP

How to Create Credit Card Type

How to Create Credit Card Type in SwilERP


In SwilERP, creating a credit card group enables seamless payment and receipt entries via credit cards. Users can create credit card types in the masters section, selecting the appropriate method during transactions for a smooth experience.

Here are the steps to follow the further process for creating a credit card type.

Open SwilERP dashboard to initiate the process

  1. Go to the Masters> Others> Credit Card Type.
Reference image:
SwilERP Dashboard Window

Process to Create Credit Card Type

A new window for creating a credit card will appear in the next slide. Click on the New option to create new credit card.
  1. Enter Credit Card Type name which you want to create.
  2. Select the Account name in which posting will be done.
  3. Either we can create a new account or select an existing one accordingly. (you can also call account name as the Ledger account)
  4. Enter the details in Assembly, Class, Method, Parameter columns, if required.
  5. Tick-Mark on the Show Detail in Report at your convenient.
  6. Click on the Save option.
Reference image:
 
Create card type in retailgraph.Credit Card Type Window

To view Created Credit Card List

Users can easily view all the created credit cards list and also edit them.
  1. New, Edit, Print, Delete and Refresh options are available.

View and edit credit card type in retailgraph.Credit Card List



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