Payment Methods

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Payment methods define how the invoice/bill/other transaction is paid. Some examples include Cash on Delivery, Bank Transfer, Cheque.

You can add new or update existing payment methods and unused payment methods can be deactivated.

Add Payment Method

1. Click on the Control Panel > Master Data > Payment Methods.

2. New Payment Methods tab will be created. Click Add New button.

3. Fill in the details.

• Name: The short name to be displayed on invoice / other transaction, eg. Cash, Bank Transfer. Select Customer/Supplier default: Tick the checkbox to set the default payment method for customer or supplier.

4. Click on Save.

Update Payment Method

1. Click on the Control Panel > Master Data > Payment Methods.

2. Update the payment method by clicking View.

3. After updated the details, click on Save.

Deactivate/Reactivate Payment Method

1. Click on the Control Panel > Master Data > Payment Methods.

2. Update the payment method by clicking Drop-down arrow  and select Deactivate/Reactivate.