WorkBook

Create Payment Methods

Use Payment Methods for Sales Invoices in the Company Settings submodule in the Settings module to create payment methods.

To use Payment Methods for Sales Invoices in the Company Settings submodule, you must have access to Settings as defined in User Access Rights under Settings.

To create a payment method:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company for which you want to create a payment method.
  3. In the left pane of the Settings page, click Company Settings > Payment Methods for Sales Invoices.
  4. On the grid toolbar, click Create New Payment Method .
  5. In the Add New Payment Method dialog box, enter a name and select a method from the drop-down list.
  6. Click OK.
  7. To edit other fields, double-click on them.