---
title: "About Tender Types"
slug: "about-tender-types"
updated: 2026-08-10T20:22:52Z
published: 2026-08-10T20:22:52Z
canonical: "help.idibilling.com/about-tender-types"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# About Tender Types

Tender types for point of sale transactions are managed in POS Back Office.

Here you can create a Payment Type, relate it to a Tender Type, and assign a Base Type.

| **Payment Type** | is a form of payment such as cash. It is selected from a customer-created drop-down list. It's what shows on the customer's account. (Payment types are set up in Data Management in Admin Console.) |
| --- | --- |
| **Tender Type** | is a name that you select for the type of payment. It might be as generic as cash, or it might be specific, such as President's Dollars. (Required field) |
| **Base Type** | is a definition for the tender type. It is selected from a system-generated list (such as cash, check, gift card). |
| **Debit Adjustment Type** | is a form of adjustment that is charged to the account. (Adjustment Types and their associations to General Ledger accounts are set up in Data Management in Admin Console.) |
| **Credit Adjustment Type** | is a form of adjustment that is credited to the account. (Adjustment Types and their associations to General Ledger accounts are set up in Data Management in Admin Console.) |

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/89729.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A21%3A40Z&se=2026-11-14T12%3A21%3A40Z&sr=c&sp=r&sig=PCGW1o4nHsi0ysaxMw0%2BTtEc8HxVl43Qpkqu72GlWUA%3D)

To add or edit a Tender Type:

1. Right-click in the Tender Types form and select **New** to add a Tender Type

OR

To edit a Tender Type, double-click the row of the tender type to display the Add/Edit Tender Type form.

![AddTenderType](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/59129.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A21%3A40Z&se=2026-11-14T12%3A21%3A40Z&sr=c&sp=r&sig=PCGW1o4nHsi0ysaxMw0%2BTtEc8HxVl43Qpkqu72GlWUA%3D)

- Change or add the Tender Type name. Tender type is a name that you select for the form of payment. This required field can be something generic like cash or check, or it might be specific, such as Bonus Bucks. It must have an associated Payment Type in order to be accepted for a register transaction.
- When adding a new Tender Type, select the appropriate Base Type. You cannot change the Base Type for an existing Tender Type. Base type is a definition for type of tender. It is selected from a system-generated drop-down list (such as cash, check, store credit).
- If appropriate, select the Payment Type.Payment type is a form of payment that is selected from a user-created drop-down list. It is shown on the customer's account. (Payment Types are set up in Data Management in Admin Console.)
- If appropriate, select the Debit Adjustment Type. Debit Adjustment type is a form of adjustment that is charged to the customer account. (Adjustment Types and their associations to General Ledger accounts are set up in Data Management in Admin Console.)
- If appropriate, select the Credit Adjustment Type. Credit Adjustment type is a form of adjustment that is credited to the customer account. (Adjustment Types and their associations to General Ledger accounts are set up in Data Management in Admin Console.)
- Click **Save** to keep your changes.

To delete a Tender Type:
- Right-click the Tender Type you want to remove and select **Delete**.
- Click **Yes** at the confirmation window. The Tender Type is removed from the Tender Types window.

**Notes**:
  - Once a Tender Type has been used as tender for a transaction, it cannot be deleted.
  - System-defined Tender Types cannot be deleted.
    - Cash
    - Credit Card
    - Check
    - BTA
    - Debit
    - Coupon
    - Gift Certificate
    - Store Credit
    - Gift Card
    - Corporate Chabk
    - Retail Return Credit
    - Previously Paid
    - Unpaid
    - E-Check
    - Future Installment
    - Fulfullment Sale
    - E-Check Drop Off
    - E-Check Mail In
    - E-Check Phone
    - E-Check Web
    - Reward Cash

See also:

Viewing Tender Types

Adding or Editing Tender Types

Deleting Tender Types