Set payment type in rule

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  • Updated 1 year ago
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When creating a rule, there doesn't seem to be an option to set the payment type (e.g. Direct deposit, Cash, etc.). Am I missing something, or is this not a feature (and can we make it one)?
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BWPanda

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Posted 1 year ago

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Rav, Community Manager

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Hi there BWPanda,

Does the 'Do the following' selection when creating a rule contain what you're looking for?
If you select the appropriate selection it will determine the next set of available options/criteria.

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BWPanda

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Does the 'Do the following' selection when creating a rule contain what you're looking for?
Nope. I select 'Create a receipt' as the 'Do the following' selection, and that gives me options to set the contact and description, then the account and amount, but no option to choose, for example, 'cash' as the payment type. Changing to 'Create a payment' instead doesn't either.
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BWPanda

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