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Add a payment type for training
Add a payment type for training

How to add options for the way training is paid for.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Payment types are the different ways training is paid by. For example, whether training was paid by company credit card or cash etc.

We show you how to add payment types in the steps below.

  1. Logged in as an admin or training administrator, click on your name on the top right, then click Settings.

  2. On the settings menu, click Employee data, then click Training.

  3. Under Payment types, click Add payment type.

  4. Enter a title for the payment type.

  5. Select what type of approval the payment type needs.

  6. If required, select whether you want to send an email to a specific person when training is approved. If selected, enter the relevant email address.

  7. If required, select if you want a task to be created for an employee when training is approved, then enter what the task is, and enter a deadline.

  8. If required, select to make Costs a mandatory field for the payment type when someone adds training.

  9. When finished, click Add.

📌TIP: To edit a payment type click on the pencil icon next to it. To delete a training type click on the rubbish bin icon.

This payment type is now an option to select when you add a training type or link a payment type to a training type.

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