WorkBook

Enable Active Status of Payment Methods

Use Payment Methods for Sales Invoices in the Company Settings submodule in the Settings module to enable the active status of selected 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 enable the active status of 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 that contains the payment method for which you want to enable the active status.
  3. In the left pane of the Settings page, click Company Settings > Payment Methods for Sales Invoices.
  4. Highlight the payment method for which you want to enable the active status, and select the Active check box.
  5. To disable the active status of a payment method, deselect the Active check box.