WorkBook

Set Payment Methods to be Always Available on Credit Notes

Use Payment Methods for Sales Invoices in the Company Settings submodule in the Settings module to set payment methods to be always available on credit notes.

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 set a selected payment method to be always available on credit notes:

  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 that you want to set to always be available on credit notes.
  3. In the left pane of the Settings page, click Company Settings > Payment Methods for Sales Invoices.
  4. Highlight the payment method that you want to set to always be on credit notes and select the Always on Credit Notes check box.
  5. To remove a payment method from always being available on credit notes, deselect the Always on Credit Notes check box.