How do I set my payment types?

Onsight allows you to create a list of custom options for your payment types. Your sales reps are able to choose from this custom list when creating an order or quote. The payment type will then be displayed on the quote or order. To create your list of payment types:

  • Log in to the Onsight admin console at
  • Click on ‘Setup’ from the left-hand side menu
  • Click on the ‘Configuration’ menu item
  • Click on the ‘Custom Lists’ tab
  • To edit an existing payment type, click on one of the existing payment type text boxes and edit the field
  • To add an additional payment type, click the ‘Add’ button and enter your new payment type into the text box
  • To delete a payment type, click the delete icon next to the payment type you would like to remove
  • Click ‘Save’ for your settings to take effect
  • Click the ‘Save’ button


The next time your sales reps create an order or quote they will be able to select one of your newly created payment options and it will displayed on your order / quote PDF.