Depending on your school's workflows, you may wish to add new payment categories. To add new payment categories, perform the following steps:
- Beginning from the Development Configuration homepage, click on the Gift Payment Categories query.
- In the query results, select Add Record from the Organize menu (+ sign) to open up a blank Payment Category record.
- Enter a Description and then click Add Gift Payment Category to save your changes and create the record.
- Once you have multiple records created, you can use the Sort Key value to set the display order in the dropdown menu.