Create Payment Methods

Use the Payment Methods for Sales Invoices submodule to create payment methods.

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

To create a payment method:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to create a payment method.
3. In the left pane of the Settings screen, 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. You can edit the different fields by double-clicking on them.