Search for Payment Methods

Use Payment Methods for Sales Invoices in the Company Settings submodule in the Settings module to search for 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 search for 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 are looking.
3. In the left pane of the Settings page, click Company Settings > Payment Methods for Sales Invoices.
4. On the grid toolbar, use the Search Grid field to enter a keyword that is associated with the payment method.