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
-
Go to the
Masters> Others> Credit Card Type.
Reference image:
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.
-
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.
Reference image:
To view Created Credit Card List
Users can easily view all the created credit cards list and also edit them.
-
New, Edit, Print, Delete
and
Refresh
options are available.
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