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Overview

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In this article, you will learn how to add, edit, and delete payment methods according to your company's requirements.

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User Roles: Admin and Setup.

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Info

Are you using Koronet Payments?

If you use our payment platform to process all your payments directly in Komet Sales, there is a better way to collect your customer’s payment information. To learn how, please read https://kometsales.atlassian.net/wiki/spaces/KB/pages/687833142/Receive+Payments+with+KometPayments#Request-Payment-Information.


Add Payment Method

  1. Go to Setup>Settings.

  2. Click on Payment Methods

,
  1. under the Account Receivables options.

  2. Click on Add a new payment method.

  3. Enter the

Method
  1. method name, and click on Save.

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Edit a Payment Method

  1. Go to Setup>Settings.

  2. Click on Payment Methods

,
  1. under the Account Receivables options.

  2. Search for the Method you want to edit and click on Edit

,
  1. in the Actions column.

  2. Now, you can edit the Payment name.

Notice you
  1. You can also activate or deactivate the payment method from here.

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