Payment tags

Module location

You can access the module in Management > Settings > Payments > Payment tags.

Creating a new payment tag

• In the top right corner of the screen, click the button with the “+” icon.

• In the dialog that appears, enter a name.

• You can also choose a specific symbol – the SS you set for this tag is automatically applied to all payments in a Payment group to which you assign this tag. A tag can also be set manually on an individual payment.

• Then press the OK button to create the new payment tag. 

Managing payment tags

Editing and deleting: Tag records can be edited at any time if the member has permission to do so. You can delete them only if they are no longer assigned to any payment.

Permissions and access

Managing Banking APIs requires write permission in the Settings and Payments modules.