Create New Payment Methods

To use the Payment methods for Sales submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To create a new payment method:

  1. On the main toolbar, click Settings .
  2. In the left pane of the Settings screen, click Company Settings > Payment Methods for Sales.
  3. On the grid toolbar, click Create New Payment Method .
  4. In the Add New Payment Method dialog box, enter a Name and select a Method from the drop-down list.
  5. Click OK.
  6. You can edit the different fields by double-clicking on them.