How to add a transaction type

Introduction

In the OutSmart system are default transaction types for registering a transaction on an invoice. Additional transaction types can be added.

Step-by-Step Guide

1. Log into the OutSmart BackOffice account
2. Select the Invoice option in the side bar menu
3. Click on the three cog wheels icon in the top right corner
4. This will open the Invoice settings overview
5. The last option is Transaction types. Click on Edit
6. This will open the Transaction types overview
7. Click on Add in the top right corner
8. Enter a code for the transaction type (mandatory, must be unique)
9. Enter a description for the transaction type (mandatory)
10. Optionally indicate if this transaction type must be selected as a default
11. Click on Save in the top right corner