Adding New Credit Methods or Categories
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In this tutorial, we will review how to add a new Method or Category Field that is available when entering a credit to a customer account.
Although Wise Option comes with several Categories and Methods options, your business may have additional to record.
Estimated Time - 5 minutes
Click the tabs below based on the version of the Wise Option software you need instructions on.
Video Coming Soon!
Navigate to a customer file
Click on the customer account
Click "Credit" at the bottom left
Either select "Method" or "Categroy" (depending on which field you are needing to add values to)
Select one of the current values in the list and select the Add button (green plus)
Select the approprate relationship of the new value, Code, and Description
Relationship:
About Structure:
Methods and Categories can have three relationships to each other: Parent, child, or sibling.
"1.1 - N/A" and "100 - Adjustment" are siblings.
"200 - Credit Card" is the parent of "201 - Visa".
"301 - Domestic Check" is the child of "300 - Check".
"301 - Domestic Check" and "302 - Travel Check" are siblings
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