The system comes with a predefined list of common payment methods. You can customize this list by adding new methods or updating existing ones as needed.
Quick Tip
As payments are recorded using the payment methods from this list, the system will accumulate and list payments for each method when viewed in read mode.
Create payment method
- Go to Accounting.
- In the left-side panel, select Payment methods.
- Click Create payment method.
- Enter payment method information, then click Save.
Edit payment method
- Go to Accounting.
- In the left-side panel, select Payment methods.
- Select a payment method from the list.
- Click Edit payment method.
- Make the necessary changes, then click Save.
Delete payment method
- Go to Accounting.
- In the left-side panel, select Payment methods.
- Select an inactive payment method from the list.
Note: The Delete option is only available for inactive payment methods. - Click Delete payment method.
- Confirm by clicking Delete.
