Payment Types describe the type of payment a client used such as cash, check, card, Venmo, or bank transfer. Payment Types display in the Payments list in a Client Account and in the Payments Report.
Stripe and PayPal Receipts are automatically created during payment processing and start with the word AUTO (i.e. AUTO: Stripe). An Auto Payment is created when you take payment during invoicing, or when a client pays via the Client Portal. These Payments cannot be edited or deleted.
Understanding Auto Payment Types
Navigation: Admin > Supporting Data > Payment Types
- The "Auto: Stripe" and "Auto: PayPal" are visible on the Payment Types list but CANNOT be edited.
- When adding a manual Payment on a Client Account, you CANNOT use an "Auto:" Payment type.
- "Auto:" Payments are generated from Stripe or PayPal and CANNOT be edited.
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