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Overview


Excerpt

 This option allows adding, editing and deleting payment methods according to your company requirements.

Add Payment Method


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(lightbulb) Security Level: Admin, Setup.

Add Payment Method

  1. Go to Setup>
Setting
  1. Settings.
Ui step Click
  1. Click on Payment Methods, under the Account Receivables options.
Ui step Click
  1. Click on Add a new payment method.
Ui step Enter
  1. Enter the Method name, and click on Save.

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To



Edit a Payment Method

Ui steps
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Ui step
  1. Go to Setup>Settings.
Ui step Click
  1. Click on Payment Methods, under the Account Receivables options.
Ui step Search
  1. Search for the Method you want to edit and click on Edit, in the Actions column.
ui-step
  1. Now you can edit the Payment name. Notice you can also activate or deactivate the payment method from here.

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Ui text box
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(lightbulb) Security Level: Admin, Setup.
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