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Overview


Excerpt

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


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(lightbulb) Security Level: Admin, Setup.

Add Payment Method

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



Edit a Payment Method

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

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cqllabel in ( "payment-methods" , "credit-cards" , "disable-payment-method" , "add-payment-method" , "edit-payment-method" )